It will now serve more than 5,800 clients
‘This year, anything goes’
Advisers report ‘widespread and sometimes extreme delays’
Amid significant regulatory, compliance and liquidity challenges
'Advisers must also evolve beyond just fulfilling transactional roles'
Leaves after almost a decade in the role
Aiming to reduce costs and improve quality of data
Difficult questions a 'core feature' of good advice
Will integrate with Harridge Financial Services over a three-year timeframe