Puma Investments: ‘We’re bullish on wealth firms for their service, not their scale’

Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice

Laura Dawes, the FCA’s director of authorisations, joins the Advice Show to discuss how the regulator is handling authorisations, what advice firms can do to make applications smooth and how the regulator still thinks about advice firm phoenixing. Dawes also discusses the regulator’s consolidator review last year, and how the…

Alex Twiss, the managing director of London advice firm Connor Broadley, joins the Advice Show to discuss the firm’s AI provider Saturn and how he thinks the technology could soon be writing advisers’ suitability reports. In the podcast Twiss also says his firm is reviewing platform providers and discusses the…

Matthew Sinclair joins the week after the Budget to discuss its impact, implications and what the government might have done differently.

Ben Hampton joins The Advice Show this week to discuss Wealth Wizards, the business he heads, as well as targeted support, value for money and Royal London.