Companies

Snaps up Somerset advice firm

Customer Risk Rating framework in place

Regulator intervened in August

Overall net outflows of £300m

Clients to benefit from larger scale financial planning services

Alongside potential sale of Tavistock Private Client’s parent company

Platform inflows reach £8bn as IFA flows rise 33%

Will rebrand in February 2027

To develop the next generation of talent

FCA stripped its permissions in 2025