Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is chief reporter at Professional Adviser.

Articles by Isabel Baxter

How an advice firm was born out of frustration

Companies

How an advice firm was born out of frustration

James Freshney and Jack Silk set up Sherpa Family Wealth in November last year

clock 02 January 2026 • 7 min read
CII appoints Callum Beaton as president

Your profession

CII appoints Callum Beaton as president

Begins term as he succeeds Nicola Stacey

clock 02 January 2026 • 2 min read
Tavistock to take fintech focus amid 'significant strategic realignment'

Companies

Tavistock to take fintech focus amid 'significant strategic realignment'

Sets out ‘extensive but appropriate’ use of AI

clock 23 December 2025 • 3 min read
Inheritance tax exemption threshold for farmers increased to £2.5m

Tax planning

Inheritance tax exemption threshold for farmers increased to £2.5m

Change takes effect from 6 April 2026

clock 23 December 2025 • 2 min read
Advice AI start-up Avenir to close operations

Companies

Advice AI start-up Avenir to close operations

Co-founder Andrea MacDonald will be joining Saturn

clock 23 December 2025 • 2 min read
Diversification, growth and adviser demand: MPS in 2025 and 2026 predictions

DFM & Model Portfolios

Diversification, growth and adviser demand: MPS in 2025 and 2026 predictions

‘MPS providers have raised their game’

clock 18 December 2025 • 6 min read
MWA Financial acquires Midlands advice firm

Companies

MWA Financial acquires Midlands advice firm

Snaps up Stonewood Financial Planning

clock 18 December 2025 • 2 min read
Perspective snaps up £400m AUA firm in largest deal to date

Companies

Perspective snaps up £400m AUA firm in largest deal to date

Acquires Prosser Knowles in Droitwich and Gloucester

clock 18 December 2025 • 3 min read
Intelliflo CEO on Carlyle takeover and how advice technology 'never stands still'

Companies

Intelliflo CEO on Carlyle takeover and how advice technology 'never stands still'

Carlyle acquired Intelliflo from Invesco for £148.6m in August

clock 17 December 2025 • 7 min read
Perspective closes 2025 with trio of acquisitions

Companies

Perspective closes 2025 with trio of acquisitions

Adds £650m in AUM

clock 17 December 2025 • 2 min read