In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.
The Ellis sisters, who together run Wellington Wealth in Glasgow, joined the Advice Show on location in Gleneagles. They discuss how their upbringing shaped their careers, how they work together as siblings and the financial advice landscape in general.
On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.
Scott Gallacher joins the advice show this week. Director at top 100 firm and Midlands firm of the year, Rowley Turton, Gallacher discusses his journey to chartered financial status, the future of advice and whether he would ever sell to a consolidator.
Kevin Wood joins the Advice Show this week to discuss his firm, how he maintains a level of service while ensuring growth and what has happened to ESG funds.
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