PA Asks

‘Financial planning cannot operate in an ignorance is bliss bubble’

‘Some platforms have improved whilst others having more problems’

‘I am confident, but the pressure and amount of work is unsustainable’

'The ability to look after client numbers is more of an issue'

An adviser shares their views with PA on the importance of Chartered status

The report is due on 31 July, one year since the regulation took effect

‘Clients may choose Teams even if face to face happens every two years or so’

'Easier to confirm meetings via WhatsApp than calling'

‘Most clients don't really care’; ‘Clients have never asked about ESG’

‘Have difficulty buying a home and will have a lower overall asset base’