Yesterday Citywire New Model Adviser published Atomos CEO Jonathan Polin view that the ‘high street IFA days are numbered’ due to rising costs of regulation and a predicted return of banks and insurers into advice.
Keith Hare, a former director of Benchmark Capital who is launching a new advice firm, Cadence Financial Planning, has written a piece about how smaller firms can ‘outwit’ bigger firms, which ‘is no way inspired’ by Polin’s comments.
So, you’re a small, nimble, fiercely independent financial planning firm. You’re fuelled by good intentions, excellent coffee, a passion for doing the right thing for your clients and your employees, and an open (albeit bumpy) road in front of you.
