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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 10 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
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  • Trending now
  • Sunak freezes LTA
  • Preparing for ESG changes
  • SJP plans 200 job cuts

Companies

Aviva full year profits rise; exits Italian market
  • Companies
Aviva full year profits rise; exits Italian market

Will pay down debt

  • 04 March 2021
SJP plans 200 job cuts as pandemic hits pre-tax profits
  • Your profession
SJP plans 200 job cuts as pandemic hits pre-tax profits

2020 full year results

  • 25 February 2021
Fairstone secures 'major' private equity investment from TA Associates
  • Your profession
Fairstone secures 'major' private equity investment from TA Associates

Alongside current backer Synova

  • 25 February 2021
Equilibrium's Gaynor Rigby to exit this summer
  • Companies
Equilibrium's Gaynor Rigby to exit this summer

Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.

  • 24 February 2021
Consolidator Kingswood completes WFI purchase with £3.5m payment
  • Companies
Consolidator Kingswood completes WFI purchase with £3.5m payment

Deal struck in 2019

  • 24 February 2021
Clifton Wealth Partnership adds Hunt Financial Planning as AR
  • Your profession
Clifton Wealth Partnership adds Hunt Financial Planning as AR

Specialises in large estates

  • 16 February 2021
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition
  • Companies
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition

Conveyancing, land and property law

  • 15 February 2021
Phoenix set to buy 200-year old Standard Life brand from SLA - reports
  • Companies
Phoenix set to buy 200-year old Standard Life brand from SLA - reports

SLA rebranding will not be immediate

  • 12 February 2021
Exclusive: Aviva overhauls declining advice proposition
  • Companies
Exclusive: Aviva overhauls declining advice proposition

Will offer simplified advice

  • 04 February 2021
Mattioli Woods acquires planning business Montagu for £2.3m
  • Companies
Mattioli Woods acquires planning business Montagu for £2.3m

AUA worth £80m

  • 03 February 2021
Chartered trio launch Manchester-based financial planning firm
  • Companies
Chartered trio launch Manchester-based financial planning firm

Three Chartered financial planners have joined forces to launch a new independent business called Sylvan Financial Management.

  • 02 February 2021
Openwork shakes up executive team
  • Companies
Openwork shakes up executive team

Creation of chief commercial officer role

  • 19 January 2021
Fairstone acquires Berkshire-based financial planner with £60m FUM
  • Companies
Fairstone acquires Berkshire-based financial planner with £60m FUM

£800,000 annual fee income

  • 14 January 2021
Succession Wealth reports operating loss of £3.6m in 2020
  • Companies
Succession Wealth reports operating loss of £3.6m in 2020

Private equity-backed business

  • 14 January 2021
Perspective Financial Group acquires Corby-based planning firm
  • Companies
Perspective Financial Group acquires Corby-based planning firm

Northants and Cambs client base

  • 12 January 2021
Transact purchases financial planning software provider Time4Advice
  • Companies
Transact purchases financial planning software provider Time4Advice

First acquisition of 2021

  • 11 January 2021
Giles Dunning: The pitfalls to avoid when selling your IFA firm
  • Companies
Giles Dunning: The pitfalls to avoid when selling your IFA firm

Due diligence challenges

  • 07 December 2020
Former PFS president joins Plan Works
  • Companies
Former PFS president joins Plan Works

Expansion plans

  • 30 November 2020
ASH plans 'quality over quantity' growth after Network Direct rescue
  • Companies
ASH plans 'quality over quantity' growth after Network Direct rescue

Will grow network by offering a bespoke service

  • 24 November 2020
Adviser Services Holdings hands 'lifeline' to Network Direct advisers
  • Companies
Adviser Services Holdings hands 'lifeline' to Network Direct advisers

Network Direct in voluntary administration

  • 24 November 2020
Consolidator Kingswood completes £3.45m Regency acquisition
  • Companies
Consolidator Kingswood completes £3.45m Regency acquisition

Six IFAs and 1,000 clients

  • 18 November 2020
AFH adviser recruitment up but inflows hit by pandemic
  • Companies
AFH adviser recruitment up but inflows hit by pandemic

12-month trading update

  • 17 November 2020
Advice firm Penguin Wealth swiftly resolves 'clever' email hack
  • Companies
Advice firm Penguin Wealth swiftly resolves 'clever' email hack

Used company branding

  • 11 November 2020
First Wealth becomes 'B Corp' certified during pandemic
  • Companies
First Wealth becomes 'B Corp' certified during pandemic

'We aim to disrupt this industry to its core'

  • 15 October 2020
123

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Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: Live blog for financial advisers
Spring Budget 2021: Live blog for financial advisers
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
10 key takeaways from the Budget
10 key takeaways from the Budget
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