Discussions

Structured CPD is a requirement, and meeting the hours is rarely the difficulty. Meeting them with material that changes anything is harder. This matters because the hours are spent either way. Learning that alters a pro

Succession is often left until a sale is already being contemplated, at which point the options are narrower and the valuation reflects that. This matters because the things that make a firm transferable — documented pro

Advice firms hold concentrated personal and financial data, often with a small team and no dedicated IT function. The practical security position varies widely between firms of similar size. This matters because the comm

Suitability reports have grown steadily longer, and few advisers believe the extra length is read by clients. At the same time, thin files carry obvious risk if a recommendation is later questioned. This matters because

Business protection is regularly described as underserved, particularly among small companies whose owners have personal cover but nothing arranged for the business itself. This matters because the technical requirements

This is a big test This is a big test This is a big test

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