Amid significant regulatory, compliance and liquidity challenges
'Advisers must also evolve beyond just fulfilling transactional roles'
Leaves after almost a decade in the role
Aiming to reduce costs and improve quality of data
Difficult questions a 'core feature' of good advice
Will integrate with Harridge Financial Services over a three-year timeframe
Retail investment adviser posts across all firms fell to 37,441
Event has raised £28,334 so far
SJP’s Real Life Advice Report 2025