‘This year, anything goes’
Advisers report ‘widespread and sometimes extreme delays’
Amid significant regulatory, compliance and liquidity challenges
'Advisers must also evolve beyond just fulfilling transactional roles'
Leaves after almost a decade in the role
Tatton’s head of finance Louise Coleman takes on the role
Aiming to reduce costs and improve quality of data
Difficult questions a 'core feature' of good advice
Will integrate with Harridge Financial Services over a three-year timeframe