Adviser veterans on the advice they would give to the next generation

‘Learn both the good and bad of the industry, you will know what is right’

Isabel Baxter
clock • 6 min read

Industry veterans speak to Isabel Baxter about their experience and share the advice they would give to new and future advisers who will be entering the industry…

Over the past decades there has been a vast amount of change in the advice industry, especially with the increased adoption of technology and ever-changing regulation. Chapters Financial director Keith Churchouse, who has been in the advice industry for over 30 years, says these regulatory changes have been "significant". "The only real constant is that change is ahead," he says. Advice expert Anna Sofat, who has also been in the industry for over 30 years, says all advisers struggle to some extent with the Financial Conduct Authority. Implementing regulation has always been "a ...

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