FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Hargreaves trust lower post-Woodford
Delayed by pandemic and FCA concerns
As important as DB transfers
Customer numbers rise an average 3.1% across all providers
It’s The Pro Adviser Podcast
Easing burden
Defer to 2021/2022
Restructure costs at £3.5m to date
Founded firm in 1973
Eyes further rate cuts