Tag

Succession planning

2 articles tagged with "Succession planning"

Regulation & Compliance 27 April 2026

Adviser Succession Planning: FCA Expectations and Practical Steps for UK Wealth Advisers

How UK wealth advisers should approach succession under FCA expectations: SYSC, Consumer Duty, SMCR, and the practical handover steps the regulator looks for.

Jonny Rowse

10 min read

Practice Growth 14 April 2026

Succession Planning for Your Wealth Advisory Practice

How to build a wealth advisory practice with transferable value, plan your exit, and protect client relationships through succession.

Jonny Rowse

9 min read