The Personal Investment Management & Financial Advice Association (PIMFA)

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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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PIMFA Key Successes Overview 2025/26

Read the overview of how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.

Shared Type: Shared Public
Published: March 27, 2026
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