Now head of UK adviser solutions and sales at Vanguard
Growing number of master trusts and DB schemes offering restricted advice
'Continuity means clients don’t have to retell their story'
Intergenerational wealth planning importance
SBG’s Cherrington on common pitfalls and a valuations ‘peak’
‘We’re stuck in a frustrating in-between stage’
‘Too many advisers are being shoe-horned into a consolidator proposition’
Innovation, or for things to just work better?
Last two Budgets have ‘caused a lot of uncertainty, a lot of disruption’
Advisers confident in their service quality but can benefit from support