Nikhil Rathi

Advice will need to be more holistic than ever

Dynamic Planner’s Chris Jones argues for a clear delineation and step up from targeted support to advice

April 14, 2025

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PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

Nikhil Rathi

Advice will need to be more holistic than ever