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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Loyal North increases Scottish presence with latest acquisition

Your profession

Loyal North increases Scottish presence with latest acquisition

The buy-out should bring a total of £60m in client funds

clock 03 November 2023 • 1 min read
True Potential chair and founder David Harrison steps down

Companies

True Potential chair and founder David Harrison steps down

He remains involved in the business as a strategic adviser to the board

clock 02 November 2023 • 1 min read
Fairstone continues expansion strategy with two more buys

Companies

Fairstone continues expansion strategy with two more buys

The firm has expanded into County Durham, Wales and Hampshire

clock 02 November 2023 • 1 min read
Lumin Wealth acquires Buckinghamshire advice firm adding £95m AUM

Companies

Lumin Wealth acquires Buckinghamshire advice firm adding £95m AUM

The firm has snapped up B W Financial Consultants

clock 01 November 2023 • 1 min read
Digital legacy 'overlooked' in financial planning by clients

Your profession

Digital legacy 'overlooked' in financial planning by clients

Seven in ten Brits fail to reference digital legacy as part of their will

clock 01 November 2023 • 2 min read
London-based advice firm joins Saltus' partnership programme

Companies

London-based advice firm joins Saltus' partnership programme

Advies aims to ‘scale up’ with the programme’s tailored support

clock 30 October 2023 • 2 min read
Chancellor urged to prioritise financial stability for retirees

Your profession

Chancellor urged to prioritise financial stability for retirees

Economic growth, tackling inflation and healthcare are also priorities

clock 30 October 2023 • 2 min read
MPS performance is 'more important than ever' for advisers

DFM & Model Portfolios

MPS performance is 'more important than ever' for advisers

More emphasis is also being placed on brand and reputation

clock 30 October 2023 • 1 min read
October 2023: Month in review with senior reporter Isabel Baxter

Adviser tips

October 2023: Month in review with senior reporter Isabel Baxter

Take a look at some of the news and feature highlights of the last month

clock 30 October 2023 • 3 min read
Nearly a quarter of adults are unaware of pension consolidation

Pensions

Nearly a quarter of adults are unaware of pension consolidation

Those who have combined pensions said they found it easy

clock 27 October 2023 • 1 min read
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