Interview

‘It's really time consuming to do it on an individual firm basis’

‘It should not be based on speculation, always plan on current legislation’

'Advice and basketball both require teamwork and accountability'

‘We see ourselves integrating well into the financial services tech stack’

‘We are in a period of deconsolidation and it will all unwind’

‘Simplified advice or targeted support could play a role’

‘We are about doing good but also generating returns’

‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’

‘Adviser platforms are more nuanced than just outsourced versus in-house’

‘I like meeting people and wanted to do something where I help others’