Advisers confident in their service quality but can benefit from support
Findings from Parmenion and The Lang Cat’s The Impact of Poor Platform Service report
‘What we saw at the Budget was the opposite of simplification’
AJ Bell’s Tom Selby joins Sahar Nazir in the studio to unpack the Budget
PIMFA’s Simon Harrington touches on the reality of any changes
Tax changes and intergenerational planning driving adviser demand for wrappers
Catch up on the discussion
Benchmark’s Harrison discusses main considerations when buying another business
Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.
Catch up on the discussion
With Clare Moffat and Sally Beresford