‘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’
Frankie Smith has launched two businesses at the age of 29
‘It starts from the manufacturers and producers down to the advisers'
‘They have the opportunity to engage with clients on a flexible basis’