Welcome to Adviser Edge

Professional support to enhance your client outcomes

Adviser Edge offers technical training and support, providing practical value to your business and clients. Create an account to access structured CPD, accredited by the LIBF, and log your hours. In a competitive market, it’s vital you’re staying ahead of change and maintaining your edge.

Practice management

Innovative marketing techniques, technology and outsourcing can enhance your business. Access our guidance to help enrich your client relationships.

Financial planning

Your clients’ priorities vary. Our technical notes, guides and case studies can support your client conversations and help shape their investment goals.

Investment

We support your analysis with sector reviews and market digests and refresh your knowledge with in-depth explorations of investment concepts.

Our upcoming events

Adviser Edge: On the Road

We are back on the road in September and November 2022 with in-depth explorations of the use of trusts for estate and inheritance tax planning plus the FCA Consumer Duty. 15 locations around the UK.

Register here.

People sitting in the conference room