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Chris Jones: Addressing the adviser shortage
The financial advice profession is facing a critical challenge: an adviser shortage…
Chris Jones: ‘Invest, invest, invest’ needs advice, advice, advice
A first budget as a new chancellor in a new government is…
Mbappe to Liverpool? How tech has transformed football and financial services
The football transfer window is closed and the season is well underway.…
Chris Jones: How the Quilter Academy has progressed
Six months ago, I stated when we announced that the Quilter Financial…
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Chris Jones: A Hunt for growth and efficiency
I guess part of us all would want to be chancellor for…
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Why do people find financial services so difficult?
For at least 20 years, the government and industry has talked about…
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Chris Jones: My thoughts on the 2023 Autumn Statement
The Chancellor presented his Autumn Statement in unusual circumstances: twice as many…
What would clients give up?
The recent fall in CPI is, of course, great news. It is…
What advisers can learn from the Agile Manifesto
“If you don’t like change, you will like irrelevance even less,” wrote Tom…
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Fallen behind the Consumer Duty schedule? Here’s what to prioritise
Exam season is here, both for the kids across the country studying for their…
Dynamic Planner: Let go of the past
It is easy to be a pessimist these days. In fact, it…
IHT business relief portfolios – looking under the bonnet
Inheritance tax (IHT) is an increasingly pervasive stealth tax, with the nil…
