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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Kingswood PE backer considers merging wealth manager after muted growth

Companies

Kingswood PE backer considers merging wealth manager after muted growth

Says company’s growth has not been as strong as expected

clock 18 March 2025 • 3 min read
ValidPath CEO warns IFAs are delaying succession planning too long

Your Business

ValidPath CEO warns IFAs are delaying succession planning too long

‘You'll have far more likelihood to be able to sell on your terms if you plan early’

clock 17 March 2025 • 4 min read
Amber River NI snaps up Belfast advice firm Finance Matters

Companies

Amber River NI snaps up Belfast advice firm Finance Matters

Deal completed end of February

clock 14 March 2025 • 2 min read
Moneyfarm gets regulatory green light for Willis Owen acquisition

Companies

Moneyfarm gets regulatory green light for Willis Owen acquisition

The digital wealth manager sees assets exceed £5.5bn

clock 14 March 2025 • 1 min read
FCA charges fifth individual over alleged water investment scam

People

FCA charges fifth individual over alleged water investment scam

John Dobbs charged with three counts of conspiracy to commit fraud by false representation

clock 14 March 2025 • 1 min read
Aberdeen's Kenny: 'We need to get our flows into positive territory'

Wrap/platforms

Aberdeen's Kenny: 'We need to get our flows into positive territory'

CDO on service, technology and ‘moving the dial’

clock 13 March 2025 • 4 min read
Reeves not expected to make changes to Cash ISAs in Spring Forecast – reports

ISAs

Reeves not expected to make changes to Cash ISAs in Spring Forecast – reports

Changes could come in Autumn Budget

clock 13 March 2025 • 1 min read
TrinityBridge financial planning head tackles Spring Forecast rumours

Your profession

TrinityBridge financial planning head tackles Spring Forecast rumours

‘You always have to take all these with a pinch of salt’

clock 13 March 2025 • 3 min read
A 'tangible' effect on MPS? Industry divided on CGT impact

DFM & Model Portfolios

A 'tangible' effect on MPS? Industry divided on CGT impact

Potential rise of an ‘efficient MPS’ including multi-asset solutions following October Budget

clock 12 March 2025 • 4 min read
FCA's consolidation review: 'There's no shortcut on good due diligence'

Regulation

FCA's consolidation review: 'There's no shortcut on good due diligence'

Will consider if more PE due diligence needs to be done

clock 11 March 2025 • 3 min read
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