Adviser / Broking

Invested in CRM specialist via Fintel Labs project

“We need the help of technology, but technology needs the help of us as well”

Six weeks until Consumer Duty implementation

Hundreds of clients are left with unclaimed insurance policies due to the absence of financial advice

Lack of education on financial advisory is main perpetuator for the advice gap

Supporting growth in UK corporate sector

Advisers can have ‘confidence to ask the right questions’ in the right way

“We need to overcome these annoying and frankly lazy stereotypes that we have about the next generation of customers”

Moving with the Times

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