'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
MD updates on programme and developments
‘2025 has really been the year the FCA stepped up’