True Potential  

True Potential's Daniel Harrison resigns as CEO

"Being a CEO of a large company, I have often spent a lot of time on the phone rather than with my family. I've poured myself into the job and he company: it's the deal that you do. So I am looking forward to spending time with my family and going on holidays with them." 

And what of parting words of advice to advisers who want to do something similar in building up a business? 

Article continues after advert

"I think it is about having an end point, a goal. Work backwards from there, and pick the best opportunities. You need to choose your opportunity, not let the opportunity dictate to you or lead you on. Never forget the purpose."

He says for financial advisers looking to start out, the goal might be to have 200 clients that they want to look after really well, or for True Potential the goal could be to grow from its existing client base of 85,000 clients to half a million.

"There's no reason why you can't grow - the wealth is in Britain; the clients are in Britain. We can all be ambitious to solve that advice gap, whether it is through guidance in getting people to think about investing, or improving accessibility or bringing in the next generation of advisers.

"The important thing is not to forget the purpose."