Advisers prioritising higher fees associated with FoFs over client risk profiles
First time PFS has seen operating loss since 2008
Consolidation group adds offices in Ipswich and Amersham
Financial planning and wealth manager marks 20 years in business
43% expressed concerns about retaining assets from clients’ spouses and heirs
'It takes time to understand this type of work'
Group AUMA reaches £116.2bn at end of September 2024
Octopus Legacy on simplifying death planning by blending empathy, trust, and technology
Majority recognise benefits of financial advice but are struggling to find it