Interview

‘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

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