Adviser / Broking

Follows a review of the network's advice process

"Legacy systems are leaving advisers frustrated"

“A matter of grave concern”

All four advise on protection

“It's not something that's massively talked about as a job role”

Fifth acquisition of 2024

Changing advisers' perspectives

Developing mortgage and protection services

Investment in "people risk"

Advisers must not allow cost to wreck protection plans