Adviser 3.0: The Podcast

Ep.116 - Navigating the Maze: David Morrey on Risk, Regulation and the FCA’s Growth Agenda


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In this episode, Abraham Okusanya speaks with David Morrey, Partner at Grant Thornton and one of the UK’s leading experts on financial services regulation.

David helps advisers make sense of the ever-changing regulatory landscape — from consumer duty and ongoing advice to the FCA’s growth agenda and the rise of targeted support. He explains how the regulator’s tone has shifted, why flexibility is now part of the FCA’s toolkit, and what firms can do to stay ahead without losing focus on good client outcomes.

They explore how advisers can evidence value, manage fair value assessments, and prepare for greater scrutiny in the years ahead. David also shares insights on consolidation, private equity involvement in the sector, and how firms can navigate these pressures while building sustainable advice models.

If you want to understand how regulation is evolving — and how to thrive within it — this conversation is essential listening.

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Adviser 3.0: The PodcastBy Abraham Okusanya


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