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Regulator launches an ‘AI Lab’

‘I feel lucky that the profession has moved and matured as I have’

From first operating loss since 2008 to sponsorship, board and revenue changes

Advised client number increased by 12,000 to 171,000

£890m net inflows

Advisers prioritising higher fees associated with FoFs over client risk profiles

First time PFS has seen operating loss since 2008

Consolidation group adds offices in Ipswich and Amersham

Financial planning and wealth manager marks 20 years in business

43% expressed concerns about retaining assets from clients’ spouses and heirs