Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

SJP partner practice Morrinson Wealth Management closes down

Companies

SJP partner practice Morrinson Wealth Management closes down

Advisers and clients have been transferred to Fortura Financial Partners

clock 31 March 2025 • 1 min read
Fairstone reaches £20bn AUM as it looks to hit £40bn next

Companies

Fairstone reaches £20bn AUM as it looks to hit £40bn next

Consolidator eyes double AUM by end of 2030

clock 31 March 2025 • 3 min read
CII past president and former NED added as PFS director

People

CII past president and former NED added as PFS director

Ian Callaghan joins PFS board

clock 31 March 2025 • 2 min read
'A divisive and difficult topic': Advice firms on DE&I progress

Your profession

'A divisive and difficult topic': Advice firms on DE&I progress

Industry shares thoughts on regulator’s adjustments

clock 31 March 2025 • 6 min read
Brooks Macdonald joins main LSE market

Companies

Brooks Macdonald joins main LSE market

Move will ‘enhance the group’s corporate profile'

clock 28 March 2025 • 1 min read
Wealthtime acquires Craven Street Wealth under Quanta Group rebrand

Companies

Wealthtime acquires Craven Street Wealth under Quanta Group rebrand

Platform Wealthtime and DFM Copia Capital become Quanta Group

clock 28 March 2025 • 2 min read
Hoxton Wealth opens Liverpool office

Companies

Hoxton Wealth opens Liverpool office

First office in the North West led by UK managing director Jonathon Jay

clock 27 March 2025 • 2 min read
FOS sides with Ludlow WM after client's professional representative made 'poor submissions'

Regulation

FOS sides with Ludlow WM after client's professional representative made 'poor submissions'

Complaint not upheld against Ludlow Wealth Management

clock 27 March 2025 • 3 min read
Investors take group action against RL360 over collapsed funds

Investment

Investors take group action against RL360 over collapsed funds

Claim brought to Isle of Man to seek compensation for losses

clock 27 March 2025 • 2 min read
Treasury set to benefit from a £2.4bn boost from IHT

Tax planning

Treasury set to benefit from a £2.4bn boost from IHT

Will raise £14.3bn after pensions come under the IHT umbrella

clock 26 March 2025 • 2 min read