Heather Hopkins in conversation with Tim Sargisson, CEO of Sandringham Financial Partners Limited on platforms, legacy products and advice as a profession.

Tim praises platforms for revolutionising the industry but says they need to do more to upgrade legacy products stuck on legacy systems. He talks through the tech he uses at Sandringham and emphasises the need for efficiency for scale and risk reduction. He challenges advisers on the need for consistency. He says this is essential to be recognised as a profession.

You can view the Fidelity research that quantifies time advisers spend with clients here.


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