Strategic Discussion Document
The Future of Advice
Strategic Discussion Document
Sean Larkin · Chartered Financial Planner · MSc FPRS TEP
A reflection from a Chartered Financial Planner on the trajectory of our profession.
For internal discussion only · 2026
01 · Title

The Future
of Advice

Observations, Risks & Opportunities for Our Firm

How Consumer Duty, AI and changing client expectations may reshape financial planning over the next decade.

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