Research and insights

15 May 2026

AI in wealth advice: Harnessing the FCA’s tech-positive stance

Artificial intelligence (AI) is moving rapidly from experimentation to practical application across financial services. For qualified wealth and investment advisers, the key question is no longer whether AI will play a role in advice, but how it can be deployed responsibly, compliantly and to genuine client benefit.

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Guides and explainers
Digital regulatory assessment and adviser support

4 February 2026

The FCA’s Protection Market Study: a positive update for advisers

The FCA has now published its interim report into the distribution of pure protection products. The report is broadly positive, finding that, for customers who hold protection, the market works well, with high claims acceptance and low complaint levels.

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News and announcements
SBG appointed new Exit Consulting Proposition

15 July 2025

Sesame Bankhall Group appoints David Wright to lead new exit consulting proposition

PMS's parent business has appointed David Wright to spearhead a new exit consulting service to help advisers looking to sell their business.

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Guides and explainers
Business data and compliance representing regulatory oversight

24 June 2025

Why the FCA’s “Dear CEO” letter demands more than compliance

As someone who’s passionate about data—and firmly believes that a clear data strategy is key to driving real business value—I see the FCA’s latest “Dear CEO” letter outlined in a recent Citywire article as more than just a regulatory update.

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News and announcements
decorative image

16 April 2025

New Acre platform enhancements to help transform advisers’ businesses

Bankhall and PMS Mortgage Club, part of Sesame Bankhall Group (SBG), have unveiled a series of updates developed by Acre, one of the UK’s leading mortgage and protection platforms, to help Directly Authorised (DA) firms improve efficiency and deliver better customer outcomes

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Guides and explainers
illustrating the economic impact of tariff and market trends

10 April 2025

Trump’s tariff announcements and their implications

In light of President Donald Trump's recent announcement of new tariffs, we’re taking a look at how these changes could affect your business.

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News and announcements
Claire Cherrington Professional leadership within the organisation.

12 December 2024

Claire Cherrington appointed to lead Bankhall and PMS Mortgage Club

Sesame Bankhall Group (SBG) today announces it has appointed Claire Cherrington as Directly Authorised (DA) Distribution Director, subject to FCA approval.

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News and announcements
Executive team member in SBG

20 November 2024

Sesame Bankhall Group boosts Exec team with two senior hires

Bankhall's parent business, Sesame Bankhall Group (SBG), has announced two new senior hires to help drive the development and growth of the business and its advisers.

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News and announcements
image representing growth and strategic investment

8 November 2024

Sesame Bankhall Group makes strategic investment in leading mortgage broker

Bankhall parent business, Sesame Bankhall Group (SBG), has today announced it has acquired a strategic stake in New Homes Mortgage Services (NHMS) LLP, one of the UK’s largest mortgage brokers.

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News and announcements
decorative image

24 October 2024

PMS and Acre: Partnering for you

Bankhall and PMS, the mortgage club, are closely related members of the Sesame Bankhall Group. And today, PMS has announced that it is strengthening its strategic partnership with Acre, one of the UK’s fastest growing mortgage and protection platforms, to help advisers start, run and grow their business.

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News and announcements
Illustrating protection and advisory services

15 August 2024

Sesame Bankhall Group enhances protection offer to boost adviser proposition

An expanded protection offering is now available to firms working with Bankhall's sister brands Sesame and PMS, to provide a broader range of solutions to help meet clients’ needs.

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Interviews
Success story

8 July 2024

“It's all coming together to make future audits something we no longer need to feel apprehensive about”

Celebrating 20 years of success in 2024, Macclesfield-based The Insurance Surgery has been supported by Bankhall for several years.

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Interviews
curiosity and critical thinking

26 February 2024

“I'd rather questions I can't answer, than answers I can't question.”

Financial Advice Centre Ltd is a long-established advisory firm in the West Midlands, celebrating 25 years of success in 2024 and supported by Bankhall’s services for over a decade.

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Interviews
focused on balancing business objectives

22 February 2024

"We can balance our two biggest priorities…”

Established in 1998, New Mortgage Finance – often known simply as NM – has grown to a team of 14 staff over the last 26 years.

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News and announcements
SBG appointed new CEO Richard Harrison

6 September 2023

Bankhall parent appoints new Chief Executive Officer

Sesame Bankhall Group (SBG) today announces it has appointed Richard Harrison as Chief Executive Officer, subject to FCA approval.

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