Partner Insight

Catch up on the discussion

Retirement isn’t as straightforward as it used to be. While for previous generations, it marked a fixed point in life, it has since evolved into a much more dynamic and uniquely personal journey.

Fairstone has grown fast, recently announcing the 100th partner firm to join the business as it reaches £20bn of client assets under management. Its innovative Downstream Buy-Out (DBO) model has played a major part in that success. We spoke to CEO Lee...

Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances in advising high net worth clients

Value dispersion means there are plenty of cheap opportunities

Younger clients are more likely to want advice on charitable giving

‘As different as they are attractive’