Companies

Cross-border clients can now access accounts at any time

Chandler King gave ‘unsuitable investment advice’

Targeted support proposition to be delivered through AI

Has now completed 18 acquisitions in 2026

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