Isabel Baxter

Ascot Lloyd CEO Francis Jackson sits down with PA news editor Isabel Baxter to discuss how the advice firm has progressed over the past two years and how he has sought to refresh the brand.

In the Next Generation Advisers interview series, news editor Isabel Baxter introduces the next generation of advisers and highlights how they are planning to make their mark. Today’s featured adviser is Quilter Financial Advisers’ Jordan Clark.

After 14 years at the helm of Continuum, managing partner Martin Brown is stepping down, leaving the business he built in the hands of his team to take on new adventures in retirement.

The Financial Conduct Authority is set to publish final rules on simplified advice by the end of the year and its model portfolio services (MPS) review findings should be released at the start of 2027.

Clients are beginning to come to their adviser with generative artificial intelligence financial plans and are using the technology to sense-check their advisers’ recommendations, delegates heard.

The Chartered Institute for Securities & Investment (CISI) has awarded Manchester-based Smart Financial, Salisbury-based Grovely Financial and London-based Chancery Lane Income Planners with chartered status.

Atomos has agreed to acquire MWA Financial in a transaction that will create one of the UK’s largest financial planning firms.

St James’s Place (SJP) has hired three financial advisers to join the network and build their own appointed representative (AR) firms.

Morningstar Wealth head of distribution Ben Lester joins Professional Adviser news editor Isabel Baxter to discuss how advisers are using MPS and platforms, and the changing role these services play in delivering advice.

Another week and yet again, another major deal for financial advisers to digest. But as the profession is scaling up, is service improving?