News by: Declan Clancy
Apart from a few notable exceptions at the top, such as Institute of Financial Planning president Becky Taylor and former Personal Finance Society chief executive Fay Goddard, women have been underrepresented in the advice profession, says Citywire's Declan Clancy.
Last week I travelled to Finchley in North London and to Chipping Norton in Oxfordshire to meet two advisers who ran very different operations, but both of whom had strong views on the state of the profession.
Paul Taylor reveals the figures at the heart of McCarthy Taylor.
Dawn Adams talks about being a paraplanner as well as an adviser.
Austyn Smith of Austyn James Consulting takes us through the numbers that make up his firm.
Paraplanner Claire Hannaford on the importance of building a face-to-face relationship with clients.