Dissatisfied with communication, trust and adviser/client relationship
‘From a client’s perspective, it feels like earning more while keeping less’
Lovell is an experienced CEO across financial services
Claims will be moving to processing teams for assessment
'Economic abuse thrives in silence'
Distribution and investment management functions merge
Everlong Wealth Limited has a team of 12
Driven by resurgence in deals worth more than £1bn
What does best practice look like?
According to survey by TFAS Compliance Services (TCS)