‘Advisers are held back by the quality of their data and their inability to fix it’
‘We are in a period of deconsolidation and it will all unwind’
Assets under influence grew 20% year-on-year to £2.07bn
Meeting regulatory standards and maximising good client outcomes
The firm was voluntarily wound up by its director at the end of 2020
The editor's Friday Night Takeaway from 19 April
People will likely be seeking financial advice later
'Regulatory pressures are the first thing on my mind’
‘I don’t really know what value I’m getting from the FCA – if any’
'Technology and compliance acts as an anchor in the industry'