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Advisers prioritising higher fees associated with FoFs over client risk profiles

First time PFS has seen operating loss since 2008

Consolidation group adds offices in Ipswich and Amersham

Financial planning and wealth manager marks 20 years in business

43% expressed concerns about retaining assets from clients’ spouses and heirs

'It takes time to understand this type of work'

Group AUMA reaches £116.2bn at end of September 2024

Octopus Legacy on simplifying death planning by blending empathy, trust, and technology

Majority recognise benefits of financial advice but are struggling to find it

FCA department head acknowledges ‘more enthusiasm’ for targeted support