IFA Pension Pulse secures PE investment

HGL Private Capital backs advice firm for undisclosed sum

Sophia Panayi
clock • 1 min read

Pension Pulse has secured an undisclosed investment from private equity specialist HGL Private Capital with the hope to tackle the UK’s widening advice gap.

Founded by CEO Aidan Carter and CIO James Igoe, Pension Pulse is an independent financial adviser authorised and regulated by the Financial Conduct Authority and is working "to make financial advice accessible to everyone". Pension Pulse has developed a "scalable and regulated" model designed to "support consumers regardless of the size of their pension, to help more people access trusted long-term financial support," the firm said. Carter said: "We believe the future of financial advice must look completely different to the traditional industry model. Millions of people across the UK...

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

Sophia Panayi
Author spotlight

Sophia Panayi

Senior reporter at Professional Adviser

More on Companies

Cathi Harrison on Verve's next phase and building a sustainable Foundation

Cathi Harrison on Verve's next phase and building a sustainable Foundation

Group eyes AI, recruitment and fundraising

Isabel Baxter
clock 17 September 2026 • 6 min read
Ex-Verso WM duo set up 'values-led' North West advice firm

Ex-Verso WM duo set up 'values-led' North West advice firm

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

Sophia Panayi
clock 16 September 2026 • 2 min read
Fintel targets 35% margin as Plannr pipeline runs into thousands of licences

Fintel targets 35% margin as Plannr pipeline runs into thousands of licences

CEO Matt Timmins bullish on Plannr’s growth

Isabel Baxter
clock 15 September 2026 • 5 min read