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financial planning

Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Companies

Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Chester Rose in 'ongoing’ discussions with other firms

clock 26 May 2026 • 2 min read
AAB Wealth acquires two advice firms

Companies

AAB Wealth acquires two advice firms

Jane Smith Financial Planning and BpH Wealth to join

clock 21 May 2026 • 2 min read
How advisers can support clients through market volatility

Your profession

How advisers can support clients through market volatility

‘Losses simply hurt more than gains feel good’

clock 08 May 2026 • 3 min read
Quilter adds eight ARs to advice network

Companies

Quilter adds eight ARs to advice network

Latest firms to join since October

clock 06 May 2026 • 1 min read
PFS's Pathway to the Profession project hits  500-member target

Your profession

PFS's Pathway to the Profession project hits 500-member target

A third of new members are women

clock 28 April 2026 • 2 min read
Tax year reset offers opportunities for advisers, research finds

Your profession

Tax year reset offers opportunities for advisers, research finds

‘Good intentions can slip away without the right support from advisers’

clock 13 April 2026 • 1 min read
CII: Vulnerable client management is 'an opportunity for growth'

Your profession

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

Firms can expand potential client bases

clock 07 April 2026 • 2 min read
CISI welcomes 76 Certified financial planners

Your profession

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

clock 24 March 2026 • 1 min read
Recently launched Succession Alliance forms board

Your Business

Recently launched Succession Alliance forms board

Members include succession specialists from 7IM, MKC Wealth and Quilter

clock 19 March 2026 • 2 min read
Treasury Committee launches inquiry into student loans

Your profession

Treasury Committee launches inquiry into student loans

‘This inquiry is about fairness’

clock 12 March 2026 • 2 min read
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