Are fixed fees more unpopular with older advisers?

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What are the challenges and opportunities in starting your own advice business in 2024? This week we’re joined by Rob Schwarz and Scott Millar, founders of new advice firm, Finova Money. We explore fixed-fee charging models, their subscription-based approach, and the future of financial planning.

15 Jan English South Africa Business · Investing

The Advice Show, with Mike Ambery

Mike Ambery joins this week's Advice Show to discuss the fallout from a hectic few weeks that saw Rachel Reeves deliver her first Budget and her maiden Mansion House address. We discuss the government's pension plans, mandation on investment, whether the messaging has been off since they arrived in power…

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The government has staked its reputation on this Budget, the country needs it to work

Jon Greer joined the Advice Show for this week's episode, two weeks on from Rachel Reeves's maiden Budget. Hiking taxes by £40bn, including levying inheritance tax on pensions, Greer discusses all of that plus whether or not the chancellor should mandate UK investment and whether her bold plans will come…

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Tom Selby: Industry needs speculation and uncertainty to end at the Budget

Speculation has been allowed to rumble on, to the point that advisers and their clients are selling assets and looking to cash in on their tax free lump sums before the big day. But will it be so punishing, for so many? And are the steps the government taking necessary…

24 Oct 25 min

Are fixed fees more unpopular with older advisers?

Other recent episodes

The Advice Show, with Mike Ambery

How DAFs can offer value add for advisers

The government has staked its reputation on this Budget, the country needs it to work

'Eight times the energy of a Google search': How one manager backs ChatGPT

Tom Selby: Industry needs speculation and uncertainty to end at the Budget

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