Editor's pick
The likely knock-on impacts of targeted support
Targeted support services should be net positive for the advice sector. But for consumers, the picture is more nuanced.
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The likely knock-on impacts of targeted support
Targeted support services should be net positive for the advice sector. But for consumers, the picture is more nuanced.
The accidental advice gap – and what to do about it
In the wake of Consumer Duty, the accidental advice gap is growing ever wider, largely due to the challenge of offering fair value to lower-value clients.
The FCA’s plans to bridge the advice gap
Targeted support will be one of a range of services aimed at getting financial support to more people. Communication of the different levels of service will be key.
Jo Wall is the founder of Joyful Wealth, a financial planning business built with a distinct purpose: to provide financial support to those traditionally excluded by wealth management’s asset thresholds.
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