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Move to remove ETI charges aligns with Consumer Duty

Growth from workplace pensions, annuities, and asset management

'UHNWIs also have to be conscious that attacks against them can originate through their professional advisers'

For the period ended 30 June 2025

Deal subject to regulatory approval

‘Having solutions available across a wide range of platforms is critical’

'When executed well, lead generation bridges the gap between digital intent and personal advice'

Snaps up specialist financial planner Nicholas Trayford

‘Why do we keep perpetuating this model?'

Interim MD Jonathan Dees welcomed as CEO of the tech platform