Abraham discusses the details around Alan’s role at Capital Asset Management, how the firm makes itself unique, Alan’s vision for the future of the firm and his hopes for investing his retirement money – and much more…

Abraham and Sarah chat through Sarah’s career and get into the particulars around Succession and Sarah’s role as Chief Client Officer, how Succession is differentiating its business from copy-cat competitors, how Sarah sees technology impacting advisers, and the cost of advice - and much more

The esteemed Paul Lewis goes head to head with Abraham on topics including adviser fees, IHT and cash vs equities. It’s a rollercoaster of an interview!