Professional Adviser
@Profadviser
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For financial advisers and paraplanners
London
Joined March 2009
Sector divided on Reeves' pullback on Cash ISA reform.
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Industry divided on Reeves' pullback on Cash ISA reform.
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FCA flags progress on internal DEI targets and urges action on Consumer Duty.
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Who goes there? The curious case of the disembodied annuitants.
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Keir Starmer's refusal to rule out wealth tax labelled 'telling'.
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Business owners' estates: When cash can be a problem.
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'Excessive conservatism': Wealth fintech risks being left behind.
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Building a more resilient financial workforce through inclusive leadership.
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FCA reviewing client categorisation rules to distinguish retail investors from the pack.
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Succession planning 'not just a transaction' for advice business owners.
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Watch Professional Adviser's Working Lunch with Schroders - Beyond the Pulse: Essential insights for financial advisers in 2025.
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Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints.
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Advisers told AI is 'only as good as the data you feed it'.
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Chancery Lane launches investment trusts/retirement income adviser initiative.
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Confined to the dustbin? Weighing up the future of the Lifetime ISA.
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Compliance relics: The case against PDFs and screenshots.
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Investors 'do not understand' implications of private markets investing.
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MPS provider ups governance game as part of FCA requirement.
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