The past year has been a year like no other – we have all had to think differently. As our partnership with PIMCO shows, financial advisers have faced the challenge head on, innovating to meet the needs of clients today and shaping their businesses for tomorrow. During lively virtual round tables covering five regions – the South West, South East, Midlands, North, and Scotland and Northern Ireland – advisers shared their thoughts on planning for the future, encompassing everything from lessons from lockdown and the next generation of advisers and clients to building a strong brand, advice in the community and financial education and awareness. Our profiles of the top 20 advisers in each region are also testament to the financial planning talent we have here in the UK, making us ably equipped to meet the needs of existing and future clients in a world in recovery.

Northern Ireland
South East
South West and