Bluefin restructure leaves firm with just 50 advisers

Scott Sinclair
clock

The six-month restructure of Bluefin Advisory Services' private client arm has left the company with just 50 advisers from an original pool of 180.

Bluefin Private Clients (BPC) is now manned by advisers equipped with the "highest standards" of training and qualification and is ready to "take advantage" of opportunities afforded by the RDR. All BPC advisers are qualified to CII diploma level and boast certified financial planner (CFP) status through the Institute of Financial Planning (IFP). The division will cater for clients with disposable assets of more than £250,000. BPC says although it has reduced adviser numbers, its funds under management have remained broadly the same since the turn of the year. Axa-owned Bluefin Ad...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

CII: Vulnerable client management is 'an opportunity for growth'

CII: Vulnerable client management is 'an opportunity for growth'

Firms can expand potential client bases

Isabel Baxter
clock 07 April 2026 • 2 min read
Common language used by advisers triggers anxiety and distrust among retirees

Common language used by advisers triggers anxiety and distrust among retirees

Product-led communication one of the biggest drivers of mistrust

Laura Purkess
clock 01 April 2026 • 1 min read
Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read