Tools to help monitor, evidence and improve client experience

Deadline for the Consumer Duty regulation one week away

FCA intervention leads to number of ARs declining in recent years

There is still a high propensity to seek an adviser in the future

Retail finance providers and debt advice firms scored consistently lower than others

Vanessa Barnes and Gordon Wilson quit over PFS independence ‘concerns’

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

The wealth manager is hunting for a replacement for Andrew Croft

Advisers demonstrate readiness

Advisers express concerns over lack of new entrants