Chris Jones

Dynamic Planner research reveals split views on simplified advice vs targeted support

The academy now is looking to bring former sports professionals into advice

‘Understanding clients should be natural to any client-focused adviser’

Research includes the past performance of over 900 DFM MPS

Comes ahead of the closure of Advance by Embark Platform

'We can be much more successful by being more granular and accurate'

‘Unrealistic for advisers to remember all the information required’

In line with PROD and Consumer Duty

'The real value of an adviser has always been in the advice itself'

Opportunities