To take over from Andrew Croft who is set to retire from top job

Complementing existing offerings

Financial wellbeing service Moneyhealth offers financial coaching

‘Chaos’ in mortgage market as advisers grapple with Consumer Duty

Invested in CRM specialist via Fintel Labs project

Speaking at Professional Adviser Retreat

Firms not challenging themselves enough on “uncomfortable questions”

Plan split into two parts with 2023 focus on solving legacy problems

FCA and FOS get ducks in a row before new principle introduced

Follows accusations of failings by Chartered Insurance Institute