financial advisers – Brandon Consulting Services Ltd

Number of smaller advice firms continues to shrink

The number of firms with over 50 advisers rose 17% from 35 firms in 2020, as consolidation within the financial advice market continues to narrow the number of smaller firms.

Homebuyers need to watch out for down valuations as well as rising rates

Homebuyers need to watch out for increases in down valuations, according to one of our clients national IFA firm Continuum.

Rise in flexi retirement leaving over 65s at risk of paying too much tax

Flexible retirement is boosting the number of older workers, but also leaving many open to higher tax bills and more complicated finances, according to national IFA firm Continuum.

Tax bill implications of Sunak’s Spring Statement

Inheritance tax was one of a number of topics discussed in an article in The Daily Express, including comment from Brandon Consulting Services client Continuum.

Pandemic has increased awareness of the benefits of financial planning amongst younger generations

The Coronavirus pandemic has helped increase the awareness of the benefits of financial planning amongst younger generations, according to one of our clients national IFA Continuum.

Continuum celebrates record 2022 as it smashes through £10m turnover target

One of our clients, national IFA business Continuum, saw a 39% increase (year on year) in annual turnover to £10.51m for the year ending 31 December 2021.

Three advisers join Continuum as assets under influence and income continue to skyrocket

One of our clients, national financial planning business Continuum has had three new financial advisers join the business as assets under influence and income continue to skyrocket.

Riders on the investment platform storm

M&A activity in the platform sector has continued at storm force speed into 2021, writes Kat Mitchell.

Good marketing can be more affordable than you think

A survey from financial analysts AKG and wealth manager Charles Stanley today said that 12% of financial advisers are worried about marketing costs and how they will attract new clients. However, good marketing is a lot more affordable than they perhaps think, writes Kat Mitchell.

Pandemic driving advisers to digital marketing

Over the past few years, we have seen larger numbers of financial advisers turning to digital content marketing to reach new clients and the pandemic seems to have accelerated this trend, writes Kat Mitchell.