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IFA

ValidPath CEO on redefining independence in financial advice

Your profession

ValidPath CEO on redefining independence in financial advice

‘True independence means being free from any ties’

clock 19 November 2024 • 3 min read
M&G-backed Continuum targets 100 advisers

Companies

M&G-backed Continuum targets 100 advisers

Leader on consolidation: ‘You don’t know what you’re buying’

clock 08 August 2024 • 4 min read
Men likely to find an IFA through work not family recommendation

Your profession

Men likely to find an IFA through work not family recommendation

Investec research reveals differences when men and women search for IFA

clock 02 July 2024 • 1 min read
ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Companies

ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Part of the IFA network’s ‘succession solution’ programme

clock 11 June 2024 • 2 min read
Söderberg & Partners takes stakes in four more advice firms

Companies

Söderberg & Partners takes stakes in four more advice firms

‘We are not a consolidator, our goal is to support passionate entrepreneurs’

clock 16 April 2024 • 2 min read
West Yorkshire IFA applies to cancel FCA authorisation

Companies

West Yorkshire IFA applies to cancel FCA authorisation

WR Simon Ashley Silver Independent Financial Advisor has been declared failed

clock 12 April 2024 • 1 min read
Single-adviser firm sells to local IFA as he 'shuns consolidators'

Companies

Single-adviser firm sells to local IFA as he 'shuns consolidators'

Simon Aucott sells his firm to Staffordshire-based IFA Bank House

clock 27 February 2024 • 2 min read
Close Brothers AM buys Dorset-based IFA adding £220m in assets

Companies

Close Brothers AM buys Dorset-based IFA adding £220m in assets

The wealth manager’s purchase of Bottriell Adams is subject to approval

clock 13 December 2023 • 1 min read
Economic challenges leave advisers with concerned clients

Your profession

Economic challenges leave advisers with concerned clients

Advisers say they are experiencing increasing demand for client support

clock 09 November 2023 • 1 min read
George Square acquires rival Nottingham adviser firm Taylor McGill

Your profession

George Square acquires rival Nottingham adviser firm Taylor McGill

The firm expands its client base with the new acquisition

clock 02 August 2023 • 1 min read
123
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
02

What to expect from the FCA on financial crime in 2025

04 February 2025 • 5 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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