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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: 14 Apr 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
      • Live Online, Live Online
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
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      Professional Adviser 360 Conference 2021

      A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

      • Date: 07 Oct 2021
      • The Brewery, London
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  • Trending now
  • Young British Steel client
  • Outsourced paraplanning on the up

Companies

Octopus acquires Hatch Financial Coaching
  • Companies
Octopus acquires Hatch Financial Coaching

Financial coaching for mass market

  • 07 April 2021
IWP continues acquisition spree with three IFA buyouts
  • Your profession
IWP continues acquisition spree with three IFA buyouts

Bought 22 firms in two years

  • 01 April 2021
Quilter sells international business for £483m
  • Companies
Quilter sells international business for £483m

Simplifies structure

  • 01 April 2021
Lumin Wealth adds £75m AUM with third adviser acquistion
  • Companies
Lumin Wealth adds £75m AUM with third adviser acquistion

Hertfordshire-based firm

  • 31 March 2021
Tilney Smith & Williamson names Prakash COO as Reid retires
  • Companies
Tilney Smith & Williamson names Prakash COO as Reid retires

Reid to take on advisory role

  • 25 March 2021
Private equity backs Chartered firm Skerritts with £55m for acquisition push
  • Companies
Private equity backs Chartered firm Skerritts with £55m for acquisition push

‘Vertical integration opportunities’

  • 10 March 2021
Quilter to cut restricted advisers; Pre-tax profits down 8% during 'demanding year'
  • Companies
Quilter to cut restricted advisers; Pre-tax profits down 8% during 'demanding year'

'Small number' to exit in 2021

  • 10 March 2021
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
123

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One of the youngest British Steel victims: 24-year-old tells transfer tale
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Scottish Friendly CEO Jim Galbraith dies
Fidelius Group acquires Bath-based IFA
Fidelius Group acquires Bath-based IFA
Praemium opens Edinburgh office; hopes to make 20 hires in 2021
Praemium opens Edinburgh office; hopes to make 20 hires in 2021
'It's the bible of DB transfers': Steven Cameron on FCA's final guidance
'It's the bible of DB transfers': Steven Cameron on FCA's final guidance
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