Carl Lamb: Still full of professional enthusiasm after 21 years

Advice 'looks change in the face and adapts'

clock • 4 min read

As part of PA's 21st birthday celebrations, Carl Lamb looks back at the last two and a bit decades in the advice sector and shares his thoughts on the highs and the lows...

The year 2001 was not just a significant year for Professional Adviser. It was also the year that I left Equitable Life and started my own firm of independent financial advisers. The journey I've taken since that time reflects many in our sector, I suspect. From the perspective of those of us in charge of advice firms, overwhelming increases in regulation and administration have been the defining theme of the past 21 years. We've had A-Day, RDR, MiFID, etc. The volume of record-keeping and documentation has almost reached breaking point: indeed many smaller firms have had to leave the pr...

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