Your profession

'Flows need to improve and we are not yet where we want to be'

Y Tree executive director Eliana Sydes speaks to PA

'Regular reviews will still play an important role, but clients' lives do not follow a servicing calendar'

In partnership with GayWealth

Estimated number of 442,000

John Burford was sentenced to prison in September last year

Adds £134m AUA

Moves towards Vertex Group rebrand

Available through Vanguard’s online UK Personal Investor platform

Consumer Duty review found inconsistent governance and oversight