In Conversation With… Jake Moeller, Senior Investment Consultant at Square Mile

In this episode of In Conversation with, host Lois Vallely talks to Jake Moeller, Senior Investment Consultant at Square Mile Investment Consulting and Research. Jake talks about his journey into financial services, and what he sees as some of the biggest challenges for financial advisers currently. He also talks about the rising importance of sustainability and responsible investing, and how he thinks financial advisers are responding to the imminent implementation deadline for the Consumer Duty.