The latest wealth-management news for financial advisers and intermediaries from Professional Adviser

Forms TaxAssist Plus Financial Planning

22 July 2026 • 2 min read

‘The fee outlives the service because the records do not talk to each other’

18 June 2026 • 4 min read

Geddes and Gersh to exit

01 June 2026 • 2 min read

As minimum investment sizes grow

28 May 2026 • 2 min read

Service launched for customers with minimum £150,000 to invest

30 April 2026 • 2 min read

Catch up on the discussion

09 April 2026 • 1 min read

Avaloq survey

25 February 2026 • 1 min read

Individual annuities saw 17% growth in 2025

16 February 2026 • 3 min read

Expected this week

05 February 2026 • 1 min read

UK Financial Planning Week 2026 runs from 26 January to 1 February

26 January 2026 • 3 min read

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