Meg Bratley
-
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…
-
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,…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
![[uns] business, handshake, appointment](https://ifamagazine.com/wp-content/uploads/2024/12/getty-images-S_E7-M2iyio-unsplash.webp)
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
-
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…
-
The strategic impact of paraplanners – moving beyond support roles
Paraplanners are now often seen as the backbone of financial advice firms, providing essential research, technical analysis, and report writing. But their…
-
Clear communication for better outcomes: why IFAs must cut through financial jargon to support vulnerable customers
Millions of people in the UK struggle with complex financial language, leaving them at risk of costly mistakes and financial harm —…
-
Nationwide pays over £600m to members as a ‘big thank you’ following virgin money deal
Nationwide is giving over 12 million members a share of over £600 million to thank them for enabling the successful purchase of…
-
Close Brothers Asset Management changes name to TrinityBridge
Close Brothers Asset Management has announced its new name: TrinityBridge, following completion of the sale by Close Brothers Group. As TrinityBridge, the…
-
Royal London reveals 2.3m customers to share in £181 million ProfitShare payout as part of FY24 results announcement
Royal London has this morning announced its FY24 results. Royal London is the UK’s largest mutual life, pensions and investment company, popular…
-
More than two-thirds of financial planning firms confident about growth over next 12-months
Financial planning firms in the UK have a positive outlook for growth in the coming 12-months, according to the inaugural Financial Planning Growth…
-
Unbiased connects UK financial advisers to £37 billion of assets in 2024
Unbiased, the UK’s leading platform for matching people with qualified financial experts, has reported a strong 2024, with financial advice enquiries worth…
-
Ten signs it’s time to sell your IFA firm
Is now the right time to sell your IFA business? With the IFA market currently experiencing high valuations and strong demand, deciding…
-
Financial Services starts 2025 strong with rising customer satisfaction – Smart Money People’s Trueman tells us why
January brought a surge in financial services satisfaction, with scores climbing across products. But to sustain momentum, providers must tackle lingering pain…
