Interview

MD updates on programme and developments

‘2025 has really been the year the FCA stepped up’

James Freshney and Jack Silk set up Sherpa Family Wealth in November last year

Carlyle acquired Intelliflo from Invesco for £148.6m in August

Montague shares the wealth manager’s aim to be the best, not the biggest

Firm also looks to appoint more female advisers

Findings from Parmenion and The Lang Cat’s The Impact of Poor Platform Service report

‘The challenge is that delivering advice is hard’

‘Speaking to someone far removed from your own experience can be intimidating’

PIMFA’s Simon Harrington touches on the reality of any changes