FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
You are currently accessing Professional Adviser via your Enterprise account.
If you already have an account please use the link below to sign in.
If you have any problems with your access or would like to request an individual access account please contact our customer service team.
Phone: +44 (0) 1858 438800
Email: [email protected]
Search Professional Adviser
Dropping from 94,035 in H1 to 87,842 in H2
Adds £26m in AUA
Latest judgment handed down on 24 April
Will be one of the UK’s largest financial planning firms
Deals announced in Q1 2026
Exposed clients to ‘unacceptable risk’
St George’s Financial Services joins
Gateway Surveying Services and APS Legal & Associates
Aiming to expand Scottish presence
Firm hopes new CEO appointment will drive growth
28 April 2026
•
2 min read
