Trust Financial Planning ceased all regulated activities on 19 March

Driven by higher adviser client retention and expanding direct wealth channel

Led by former CMS Wealth CEO David Carter with first deal sealed

Head of financial planning Wesley Harrison in conversation with Professional Adviser

Potential wealth tax revenue ‘remains highly uncertain’, experts warn

Move to remove ETI charges aligns with Consumer Duty

Growth from workplace pensions, annuities, and asset management

For the period ended 30 June 2025

‘Why do we keep perpetuating this model?'

Interim MD Jonathan Dees welcomed as CEO of the tech platform