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PIMFA to develop guidance in response to regulator’s findings

'A trusted wealth and advice industry is vital in helping people feel empowered'

Typical relationship with financial adviser lasts around seven years

'Minimising the likelihood of unpleasant surprises is a fundamental goal'

The FOS received 133,019 complaints between January 1 and June 30, 2024

As speculation around CGT regime changes ramp up ahead of the Budget

Bought Ravenscroft Investments operating in Guernsey and Jersey

Jessica Rooney joined Hoxton Wealth in 2020 as a financial adviser

Advisers and platform users are expected to benefit from improvements

More than half agree regulation is aligned with rules imposed by other regulators