Your profession

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

Adding £310m in assets under advice

‘I think we need to be better’

Calls for action on pension transfer delays