Miller Knight is five years into a seven-year succession plan. A young adviser was recruited three years ago to buy shares from the founders. A trainee planner will be hired soon and there are plans to recruit a practice manager, too.

Technology has been a key focus for the business. Testament to the emphasis it places on good security and data privacy practices is its IASME certification this year. It also ensures advisers are highly trained, with the likes of financial planner Matthew Miles being members of the Personal Finance Society.

Zoom has been a key tool for the business during and since the pandemic. It organised virtual yoga and keep fit classes to help clients stay active, introduce them to one another and help them build a new network.

Zoom has now been adopted for 99% of forward-planning meetings and 80% of the onboarding process. The firm estimates that the video conferencing tool saves 38 days in the car per year and a lot of carbon emissions.

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