Professional Adviser
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7IM snaps up City-based advice firm bringing AUM to £22bn
Dec 11, 2023 · The purchase of Amicus Wealth brings 7IM's assets under management to approximately £22bn and brings the number of staff to more than 550. As part of the deal, …
About us | Professional Adviser
Nov 4, 2024 · Professional Adviser provides a must-read information service for UK-based regulated financial advisers, offering swift and comprehensive insight into developments in the …
Ten things you didn't know you could do on FE Analytics
05 March 2014 • 5 min read. Introducing the first in a series of helpful hints and tips on the research tools most used by advisers and paraplanners, we reveal ten things you didn't know …
News - Professional Adviser
5 days ago · Feel Good Friday: SJP employees raise more than £210,000 for Nepal. Partners and employees take on Nepal’s Annapurna Mountain Range. 08 November 2024 • 1 min read. …
The latest conferences and events for financial advisers and …
Professional Adviser Awards 2025. 19-03-2025. London, United Kingdom. In 2025, we are proud to be celebrating our 20th anniversary iteration of our industry-leading event, the Professional …
OMW platform finally rebrands to Quilter - Professional Adviser
14 June 2021 • 1 min read. Quilter’s adviser platform Old Mutual Wealth has rebranded to match its parent company after a long and expensive re-platforming project. The adviser platform now ...
Private equity-backed Cooper Parry acquires rival firm
Jenna Brown. 07 September 2023 • 2 min read. Cooper Parry has acquired Haines Watts London and its associated audit and advisory businesses across the South East and the Midlands. …
A look at the ways to purchase commercial property via a SIPP
Jan 3, 2023 · Commercial property continues to be a popular investment choice for clients using a self-invested personal pension (SIPP). There are numerous tax advantages associated with …
Adviser tax toolkit: Exploring the role of onshore bonds
Nov 18, 2022 · As taxes are set to increase onshore bonds offer an important tool to protect client wealth against their effects, writes Matthew Morris. The unwinding of most of the former …