Asked to name an 'Adviser Champion' - someone who would be a great advocate for the financial advice profession - Mark Stokes picks out 'Michael', a client he has looked after for the last two decades.
The Succession Group proposition and marketing director first advised 'Michael' on buying his business 20 years ago and then, at another key stage of his life, when he sold it, worked through a detailed...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions