Michael Summersgill

13% rise over the past year and a 1% increase in the quarter

InvestAcc Group takes over £3.2bn book of business

'Record' AUA of £86.5bn, up £15.6bn from 2023

Michael Summersgill wrote to the Treasury over Budget shake-up

Advised client number increased by 12,000 to 171,000

Number of platform customers and advised customers rise for AJ Bell

The merger would be the first step in achieving a single ‘One ISA' regime

The firm added 27,000 new customers in the six months to 31 March 2024

Customer numbers up by 7% in the first half to 455,008

Investment platform to contribute 0.5% of its profit before tax