Companies

SJP complaints spike in H1 but wealth manager reports recent 'material decrease'

Companies

SJP complaints spike in H1 but wealth manager reports recent 'material decrease'

Latest FOS data shows there were 1,426 complaints in H1 2025

clock 30 October 2025 • 5 min read
Continuum's Brown on why advisers miss the 'true secret to growth'

Companies

Continuum's Brown on why advisers miss the 'true secret to growth'

Advice boss on 2024 results and the importance of ‘exceptional’ service

clock 27 October 2025 • 4 min read
Hoxton Wealth snaps up £140m Manchester-based advice firm

Companies

Hoxton Wealth snaps up £140m Manchester-based advice firm

Acquisition part of strategy to boost North of England presence

clock 27 October 2025 • 2 min read
AFH Wealth Management adds £750m in FUM with Avidity acquisition

Companies

AFH Wealth Management adds £750m in FUM with Avidity acquisition

Bought St Albans-based Avidity WM

clock 23 October 2025 • 1 min read
St. James's Place FUM surpasses £200bn for first time

Companies

St. James's Place FUM surpasses £200bn for first time

Gross inflows at £5.7bn

clock 23 October 2025 • 2 min read
Quilter sees 61% jump in IFA inflows during third £2bn quarter

Companies

Quilter sees 61% jump in IFA inflows during third £2bn quarter

Third successive quarter of net inflows in excess of £2bn

clock 22 October 2025 • 2 min read
Aberdeen adviser outflows halve as service improvements start to pay off

Companies

Aberdeen adviser outflows halve as service improvements start to pay off

‘Progress in delivering better service and the previously announced repricing’

clock 22 October 2025 • 2 min read
Scottish advice firm declared failed by FSCS over SIPP advice

Companies

Scottish advice firm declared failed by FSCS over SIPP advice

PTC Financial Advice is no longer trading

clock 21 October 2025 • 1 min read
True Potential refinances £225m as total debt sits at £1.1bn

Companies

True Potential refinances £225m as total debt sits at £1.1bn

Firm says most of its debt matures after 2030

clock 20 October 2025 • 2 min read
Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Companies

Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Sale ‘no surprise’ after Evelyn’s fund and professional services business offload

clock 20 October 2025 • 6 min read