Your profession

Deadline 14 March 2025

‘We tried as sister companies, but it hasn't got us all the way there’

Advice academy veteran on training a Chartered generation

Pension Potential from Punter Southall leads the way

Helping women build confidence and craft long-term strategies

Have clear networking goals

Predicts around 240,000 cases in 2025/26

'It's tough to make predictions – especially about the future'

International IFA brings in more than 7,000 clients

Financial advisers are facing significant complexity in their planning for clients amid the generational wealth transfer that is coming.