UK scraps mandatory PI insurance plans for tax advisers
Government ‘committed to raising standards’ in the market
UK Adviser
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FCA eyes increase to financial services regulatory fees
Watchdog expects to implement changes for 2022/23
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8% of UK advisers to sell their business in next five years
This increases to 23% for sole financial planners
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IFA company boosts Lancashire arm with acquisition
Deal adds around £260m assets under management
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Moneyfarm rolls out digital wealth service for UK advisers
‘Firms like Wealthify offer B2B and make the point that small pots are viable’
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Newly formed IFA group eyes more acquisitions before year end
‘It’s important to us to have a footprint across the UK’
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Wealth manager acquires Wiltshire-based advice firm
CEO says ‘we’re not in the game of buying recurring revenue for the hell of it’
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Wealth manager acquires Kent advice firm
Company is at ‘exclusive due diligence stage’ for five deals
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Wealth manager buys Yorkshire IFA firm for £3.4m
Acquirer has ‘a strong pipeline of high-quality UK opportunities under negotiation’
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Advice firm signs up to Tilney S&W succession programme
It is the first company to join the scheme
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IFA firm up for sale for £400m?
Company’s private equity owner will reportedly launch an auction during 2022
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Investment manager rolls out ESG calculator for advisers
To help them show clients ‘the real-world effect of choosing to invest in a more sustainable way’