The adviser academy making an impact on succession planning

'Continuity means clients don’t have to retell their story'

Isabel Baxter
clock • 4 min read

The Argentis Adviser Academy is on a mission to build the next generation of financial advisers to enable easier succession planning and continuity for clients.

Head of academy and development Phil Leedham was brought into Argentis last year to head up the firm's advice academy. Speaking to Professional Adviser, he says one of the most important benefits of how the academy is run is that it allows client continuity. Through the academy, trainees shadow experienced advisers and gradually become familiar faces to clients. "Clients like being able to say, ‘I remember you when you were developing — I've seen you grow," Leedham says. "That continuity means clients don't have to retell their story, because the adviser already understands their h...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Blevins Franks service targets UK advisers amid European tax 'education gap'

Blevins Franks service targets UK advisers amid European tax 'education gap'

‘This is a really natural home to sort things out’

Sophia Panayi
clock 07 August 2026 • 2 min read
Lockhart Capital Management receives PE minority investment

Lockhart Capital Management receives PE minority investment

Will remain majority owned and controlled by employees

Sophia Panayi
clock 06 August 2026 • 1 min read
Quilter pre-tax profits up 12% to £112m in H1

Quilter pre-tax profits up 12% to £112m in H1

Record core net flows of £6bn

Jenna Brown
clock 06 August 2026 • 2 min read