Brandon Russell
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Quilter expands footprint in Northern Ireland adding newly launched PHW Wealth Partners to its advice network
Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed PHW Wealth…
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Why AI is the future of client reporting for advisers | Collidr’s Patrick Jones explains
AI-driven tools can automate performance reporting, market commentaries, and client reviews—saving time, reducing costs, and enhancing the client experience. In the following…
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Deepbridge Capital appoints new Marketing Manager
Leading venture capital investment manager Deepbridge Capital has announced the appointment of Carol O’Gorman as Marketing Manager. This strategic addition to the…
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Finli completes second acquisition in as many months
The Finli Group, the national adviser with over £5bn in assets under advice, has completed its second acquisition in two months. In…
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Unlocking global wealth: how IFAs can support clients with international financial planning
The world is more mobile than ever. As digital lifestyles and cross-border business activities become the norm, financial planning has evolved from…
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Quilter welcomes Forseti Wealth Partners to its advice network
Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed Forseti Wealth…
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Quilter welcomes Forseti Wealth Partners to its advice network
Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed Forseti Wealth…
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Nationwide and Mencap partner to create ‘Easy Read’ guides
As part of its continued efforts to make banking more accessible, inclusive and fairer for all, Nationwide has partnered with the learning…
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Big changes to branch network announced by Santander
Santander has today announced plans to update its branch network from June 2025 in a move which it says will better serve the changing…
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VouchedFor welcomes Perspective Financial Group’s 165 financial advisers to its public client review service
Perspective Financial Group Limited (Perspective), the UK’s leading client-centric financial planning firm with 50 offices nationwide and over £10 billion assets under…
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Rosemount Financial Solutions (IFA) celebrates successful peer group event
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has held its first Peer Group event of 2025. The event,…
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Evelyn Partners appoints new financial planning Director to London team
Leading wealth management firm Evelyn Partners has appointed a new Director to its London financial planning team. Gabriela Turner joins from Satis Wealth…
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Canaccord Wealth strengthens IFA team with key hire of Andy Kelly in London and South East
Wealth manager, Canaccord Wealth, has announced the appointment of Andy Kelly (pictured) as it continues its expansion into the IFA market. With 25 years…
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Sparrows Capital Bolsters Business Development Team with Double Swoop
Evidence-based investing pioneer Sparrows Capital has hired Paul Fox and Michelle Liseli as Business Development Managers. Fox has joined the company from…
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Oliver Bourke appointed Chair of CISI Accredited Financial Planning Firm™ steering committee
The Chartered Institute for Securities & Investment (CISI) is delighted to announce the appointment of Oliver Bourke CFP™ Chartered FCSI (Financial Planning) as the…
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Keychain rolls out AI-Powered one-click document checks for advisers
Keychain, a digital platform that helps mortgage and protection brokers streamline client onboarding, has launched its AI-powered document analysis tool after a…
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TrinityBridge – the renamed Close Brothers AM business- begins new chapter as an independent wealth manager with £35m investment
Following the recent sale, Close Brothers Asset Management has changed its name to TrinityBridge. The new wealth management business has today announced…
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Aberdeen Adviser appoints Chief Marketing Officer
Aberdeen Adviser, provider of the UK’s second largest adviser platform by assets, announces Max Rothery has joined as Chief Marketing Officer, reporting…
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Moneyfarm completes acquisition of Willis Owen and sees assets exceed £5.5bn
Moneyfarm, the award-winning pan-European digital wealth manager, is pleased to announce that it has received all necessary regulatory approvals for its acquisition of…
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Guest insight | How AI is helping IFAs to create meaningful client relationships and boost compliance
AI tools can be a game-changer for IFAs and their teams, helping them streamline data handling, enhance client relationships and safeguard compliance…
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