SPP

Filter by topic...

Asset allocation updates Consolidating your wealth Guides In the press Investment insights Investment management insights Leading thinking Media Media Coverage Monthly market updates News News Passing on your wealth Pensions and retirement planning Press Releases Protecting you and your assets Quarterly investment updates Reducing your tax burden Reports Reports Saltus News Desk Saltus News Desk Significant life events SPP The financial planning blog Uncategorised Wealth Index Wealth Index PDF

London IFA buys £200m firm in Saltus-backed deal

London IFA buys £200m firm in Saltus-backed deal

Saltus-backed firm acquires London financial advisory firm

Saltus-backed firm acquires London financial advisory firm

Advies acquisition of St Andrews Financial fuels long term growth plan

Advies acquisition of St Andrews Financial fuels long term growth plan

London-based Planner acquires £200m AUM boutique IFA

London-based Planner acquires £200m AUM boutique IFA

Advies strengthens London presence with acquisition of St Andrews Financial

Advies strengthens London presence with acquisition of St Andrews Financial

Advies snaps up boutique advice firm

Advies snaps up boutique advice firm

AI ‘unlikely to cut headcount’ at advice firms, research finds

AI ‘unlikely to cut headcount’ at advice firms, research finds

70% of financial planning firms say AI will not impact headcount in 2026, study finds

70% of financial planning firms say AI will not impact headcount in 2026, study finds

Financial Planning firms say AI won’t lead to job losses

Financial Planning firms say AI won’t lead to job losses

‘Confidence under pressure’: Adviser revenue optimism rises

‘Confidence under pressure’: Adviser revenue optimism rises

Seventy percent of financial planning firms say AI will not impact headcount this year

Seventy percent of financial planning firms say AI will not impact headcount this year

Financial Planning Growth Index Report – April 2026

Our thinking on… Breaking through the £100m growth barrier

Our thinking on… Investment management

Why the smartest planning firms outsource investment management

Why the smartest planning firms outsource investment management

Our thinking on… Legacy and liquidity

The smartest business owners are thinking about legacy, not just liquidity

The smartest business owners are thinking about legacy, not just liquidity

Beyond stocks and bonds: what are alternative investments, really?

Beyond stocks and bonds: what are alternative investments, really?

Our thinking on… Beyond stocks and bonds, what are the alternatives?

Nick Heath: Why growth often stalls in financial planning firms

Nick Heath: Why growth often stalls in financial planning firms

Advies Private Clients acquires financial planner Nicholas Trayford

Advies Private Clients acquires financial planner Nicholas Trayford

Advies Private Clients acquires specialist financial planner Nicholas Trayford

Advies Private Clients acquires specialist financial planner Nicholas Trayford

Saltus-backed Advies acquires £100m AUA Nicholas Trayford

Saltus-backed Advies acquires £100m AUA Nicholas Trayford

Advies Private Clients adds £100m assets in latest planning firm buy

Advies Private Clients adds £100m assets in latest planning firm buy

Our thinking on… Too many hats

Three fifths of firms say AI will have most significant impact on industry

Three fifths of firms say AI will have most significant impact on industry

Advice firms positive about revenue growth amid market turmoil

Advice firms positive about revenue growth amid market turmoil

70% of financial planning firms confident in coming year

70% of financial planning firms confident in coming year

More than two-thirds of financial planners positive on growth over next 12-months

More than two-thirds of financial planners positive on growth over next 12-months

Almost half of firms confident about growing revenue in next year

Almost half of firms confident about growing revenue in next year

UK financial planning firms optimistic about growth, despite compliance hurdles – Saltus

UK financial planning firms optimistic about growth, despite compliance hurdles – Saltus

More than two-thirds of financial planning firms confident about growth over next 12-months

More than two-thirds of financial planning firms confident about growth over next 12-months

Financial Planning Growth Index Report - February 2025

Financial Planning Growth Index Report – February 2025

Saltus brings in new board chair to aid growth drive

Saltus brings in new board chair to aid growth drive

Saltus appoints COO to drive Partnership Programme growth

Saltus appoints COO to drive Partnership Programme growth

New COO appointed to drive the development of the Saltus Partnership Programme

New COO appointed to drive the development of the Saltus Partnership Programme

Saltus appoints new COO for next phase of growth

Saltus appoints new COO for next phase of growth

Saltus’ new COO to focus on financial planning programme

Saltus’ new COO to focus on financial planning programme

London-based IFA firm joins Saltus Partnership Programme

London-based IFA firm joins Saltus Partnership Programme

Advies joins Saltus Partnership Programme

Advies joins Saltus Partnership Programme

Saltus launches partnership programme to support financial planning firms

Saltus launches partnership programme to support financial planning firms

Saltus launches partnership programme for financial planning firms

Saltus launches partnership programme for financial planning firms

Saltus launches partnership programme for financial planning firms

Saltus launches partnership programme for financial planning firms

Saltus launches Partnership Programme to provide support for financial planning firms

Saltus launches Partnership Programme to provide support for financial planning firms

Saltus launches Partnership Programme to provide tailored support for financial planning firms looking to maximise value

Saltus launches Partnership Programme to provide tailored support for financial planning firms looking to maximise value

Saltus launches tech-led partnership programme for ‘ambitious’ IFAs

Saltus launches tech-led partnership programme for ‘ambitious’ IFAs