In conversation with advisers

Recently our Founder & Director, Cathi Harrison, took part in a series of interviews with Julian Marr, Editor of Professional Adviser, discussing numerous topics including; recent FCA regulatory changes, outsourcing and having a plan for succession.

Click below to watch the first interview in the series – the rest of the episodes are available too.

In conversation with advisers

Episode 2: “Outsourcing to the specialists”.

Episode 3: “Keeping fees transparent”.

Episode 4: “Going digital if your clients desire it”. 

Episode 5: “Plan for succession”.

If you have any thoughts or questions on anything you’ve heard within the interviews, get in touch!