Adviser / Broking

“I don't think I'd sleep at night knowing I haven't discussed protection”

Total membership up to 26

To support new FCA requirements

“I've had more comments about being a woman than being gay”

Rhys Schofield to remain as ‘front-man’ of Peak

"This might seem a momentous change but in truth it only has a small impact"

Is integrating AI into financial advice as simple as loading ChatGPT?

The wealth manager is hunting for a replacement for Andrew Croft

"It will be an uphill struggle to dismiss Generation Z's focus on climate change"

Partnership to run five years