Managing Director
22 December 2025 by Katie Brinsden
Back in 2024, I wrote an article that urged advisers to find positives in the perceived pain of regulation. The potential implications of Consumer Duty were at the heart of my arguments. Fast-forward to 2025, and we find the Financial Conduct Authority’s quest for “good outcomes” remains a major source of controversy in our industry….
4 December 2025 by Katie Brinsden
The saga of targeted support is set to enter a new stage. With the consultation period over, the Financial Conduct Authority (FCA) is expected to produce a final policy statement in December. The regulator has recently been notably keen to stress the role the initiative could play in steering investors away from the…
5 November 2025 by Katie Brinsden
Arguably the biggest challenge advisers face in building and marketing a business is that many people have yet to understand exactly what our profession is selling to them. In fact, a significant number seem to believe there is nothing to sell at all. Part of the problem is that advisers are routinely perceived…
6 October 2025 by Katie Brinsden
It is roughly a year since I wrote an article that urged advisers to find positives in the perceived pain of regulation. The potential implications of Consumer Duty were at the heart of my arguments. Fast-forward 12 months or so and we find the Financial Conduct Authority’s quest for “good outcomes” remains a major…
17 February 2025 by Katie Brinsden
It may seem hard to believe now, but investment platforms were rare beasts around a quarter of a century ago. Today there are so many that the adviser community is increasingly concerned that some might not survive. According to a recent survey, nearly 50% of advisers fear a platform will fail within the next three…
17 January 2025 by Katie Brinsden
Image: Katie Brinsden is Managing Director of Truly Independent The question of whether skills can be transferred from one business sphere to another has been debated for decades. It is possible to make a reasonable case for both sides of the argument. On the one hand, there are countless talents that clearly do not lend…
9 April 2024 by Katie Brinsden
We all have a part to play in raising the number of women advisers I explained in a recent article why addressing the gender imbalance in the financial advice industry is far more than a box-ticking exercise. It represents a powerful means of safeguarding the future of our profession and better reflecting the needs of…
15 February 2024 by Katie Brinsden
It has been recognised for more than a decade now that the number of people exiting the financial advice industry in the UK greatly exceeds the number of people entering it. This is bad news for all concerned – not least for millions of existing and potential clients. The issue has its origins in the…
