The advice profession is “arrogant” and financial advisers need to “get over themselves” in order to scale growth in their businesses, according to Jacksons Wealth Management (Jacksons WM) CEO and financial planner Pete Matthew.
Speaking today (15 May) at Timeline's Adviser 3.0 2025 conference, Matthew told delegates that "one of the things that winds me up about this profession is arrogance". "I see posts on LinkedIn about people saying they need to sit hundreds of exams to set up a financial planning business," he said. "There's an assumption that we're a God-given business. It's not special knowledge." Matthew added: "We're great at what we do but we need to get over ourselves." The business owner told delegates that Jacksons WM consists of 21 advisers and has £2m revenue, adding that the "business h...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
