Targeted Support, Targeted Deals: The New Advice Regime & M&A
In this episode, PIMFA’s Philip Allen and Sunil Samani, Associate Director at LAVA Advisory Partners, unpack how the FCA’s new advisory reforms could reshape the M&A landscape across wealth and asset management. With reform set to expand consumer access to advice, Sunil outlines how demand for scalable, tech-enabled, and compliant advisory models is likely to surge — changing what buyers value and how sellers should prepare
The conversation dives deep into:
Which types of firms will be most attractive to acquirers?
The link between scalability, compliance and valuation premiums.
Why human trust and cultural alignment will be the real differentiators post-deal.
What strategic trends are expected as we head towards 2026 and beyond?
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Date & Time: 21st Jan 2026 (8:00) - 21st Jan 2026 (10:30)
