Octopus

'Communication needs to be two-way, especially when two businesses come together.'

'The younger generation is more jaded, more cynical and less trusting'

Insight from UK's youngest-ever Fellow of the Personal Finance Society

What would have to change for advisers to be five times as efficient?

'For clients with lower assets, there are trusted homes out there'

'Failure is a very normal, and very necessary, part of our lives'

'The trade-off between doing good and creating value is a thing of the past'

Aims to provide clarity on tax rules and the legalities of estate planning

What advisers can learn from the Roy family...

Targeted support seen as a crucial part of the advice journey