Tim Sargisson: Is financial planning facing a succession crisis?

Three shifts in sector

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Tim Sargisson: "The retiring IFA wants two things – money, yes, but also comfort their clients will be looked after when they choose to exit the profession."
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Tim Sargisson: "The retiring IFA wants two things – money, yes, but also comfort their clients will be looked after when they choose to exit the profession."

Advisers may be currently retiring faster than they are being replaced but, writes Tim Sargisson, could the real issue for the future of the profession relate more to profitability than succession planning?

The start of another year and, straight off the bat, the opportunity to attend The Investment Network conference and to share some of the work Sandringham is doing on succession planning and retire...

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