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Joins after being business transformation director at Schroders

The ‘standout’ proposal from FCA’s advice / guidance review

FCA ‘agnostic’ on firm size, department head sets out

Chancellor considering a hike to rates between 33-39%

'Extreme' concern over potential changes in pensions

Advisers either completely or somewhat satisfied with career choice

Midlands based firm rebranded as Amber River in November 2023

Advisers and planners want to see changes following fresh government

More than a quarter of advice firms have taken on more new clients than usual

Nearly 40% expect increase over the next three years