News
PFS strengthens POWER Panel with two appointments
Both will support the panel’s work on client-focused financial planning, vulnerable customer support and professional development.
Financial Planning
News
Lync Wealth Management acquires two Belfast-based financial planning firms
The additions take its assets under advice (AuA) in Northern Ireland to more than £350m.
News
One in 10 adults worry about meeting mortgage repayments, research finds
Research from St. James’s Place (SJP) found nearly a fifth (19%) worried about not saving enough to feel financially secure now and in the future.
News
Clifton Wealth Partnership adds two financial planning firms to group
The addition of Banyard Independent Advice Services and Wilcox Financial Planning brings more than 300 new clients and £68m in AUM.
News
One in seven parents financially squeezed between children and ageing parents, Vitality finds
Among those with children under 18, a third (33%) said helping their own parents is a significant financial challenge, while over half (51%) said they struggle with the cost of supporting their children.
News
Financial planning firms see estate planning and retirement as top client priorities, study finds
Estate planning including intergenerational transfers and retirement were both growing priorities, each cited by 31% of firms.
News
Calton partners with Pilot to support new ‘Evergreen’ adviser proposition
The partnership aims to tackle adviser capacity, barriers to entry and the lack of scalable career pathways in the advice market.
News
Financial planning could help buyers onto property ladder sooner, Iress finds
The research found nearly one in three prospective first-time buyers expect to buy their first home after the age of 40, while the average expected age of purchase stands at 38.7 years.
News
Financial planning firms increase technology investment to manage growth, study finds
The Saltus Partnership Programme and L.E.K. Consulting found 42% of firms are now investing in technology, up from 35% in November 2024.
News
Advies strengthens London presence with acquisition of St Andrews Financial
The deal expands Advies’ financial planning capabilities and strengthens its presence across London and the South East.
News
Paradigm Norton receives King’s Award for Enterprise for Sustainability
The employee-owned firm is one of just 185 organisations nationally to receive the award in 2026.
News
PFS Festival of Financial Planning returns with focus on future advice and tech
The two-day event is set to welcome over 3,000 delegates from across the UK and will focus on the theme ‘IMAGINE: The Future of Financial Planning’.