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  • Fintel profits climb 11% to £11.8m

    Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, has reported profits up 11.2% to £11.8m in the six months to 30 June.

  • Standard Life posts £179m loss for half year

    Pensions giant Standard Life has posted a loss of £179m for the first six months of the year, 15% higher than the £156m loss posted in the first half of 2025.

  • Iress UK earnings grow 43%

    Australian-owned adviser fintech Iress said earnings at its UK business grew 43% to £4.6m in the first half of the year, climbing from £3.5m in the same period in 2025.

  • Transact parent reports 23% increase in funds

    IntegraFin Holdings, parent company of adviser platform Transact, has today reported a record £85.5bn in funds under direction at the end of the third quarter, up 23% year-on-year.

  • Acquisitions boost TEAM AUM to £2.3bn but losses grow

    Jersey-based wealth manager TEAM plc - which recent acquired troubled wealth manager WH Ireland - has today reported revenue up 18% to £6.9m in the six months to the end of March, up from £5.8m in the same period last year.

  • Profits climb 10% to £35m at Chase de Vere

    National IFA Chase de Vere has reported a 9.9% rise in pre-tax profits to £35.1m for 2025, up from £31.9m the previous year.

  • Brooks Macdonald FUMA climbs by 5% to £20.1bn

    Wealth manager and Financial Planner Brooks Macdonald said its total funds under management and advice (FUMA) climbed by 5% to £20.1bn in the last six months, up from £19.1bn at the end of June 2025.

  • Fintel profits climbed 17% to £26m in 2025

    Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said profits grew 17% last year to £25.9m, up from £22.2m in 2024.

  • Tavistock to roll out new AI-supported hybrid advice model

    Financial Planner and wealth manager Tavistock Investments is to launch a new hybrid advice service using AI technologies to reach many more people and lower the cost of advice. 

  • Transact parent reports pre-tax profit up 7% to £75.4m

    IntegraFin Holdings, the parent company of adviser platform Transact, has today reported full year profits up 7% to £75.4m thanks to strong growth in earnings.

  • Tatton profits up 20% and AUM up 30%

    Investment manager and IFA support firm Tatton Asset Management said operating profit climbed more than a fifth, 20.94%, to £13.111m, in the six months to the end of September.

  • Fintel revenue climbs 18.6% in first half

    Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said group revenue increased by 18.6% to £42.4m in the six months to the end of July.

  • PensionBee AUA jumps 21% to £6.3bn

    Retirement savings app PensionBee said it saw assets under administration climb 21% to £6.3bn in the six months to the end of June.

  • Frenkel Topping FUM up to £1.6bn as takeover talks continue

    Salford-based financial adviser and professional services firm Frenkel Topping - which is in discussions over a £68m takeover bid by private equity firm Harwood - said funds under management grew to £1.63bn in the first six months of the year, up from £1.46bn in the first half of 2024.

  • Jupiter assets rise by £1.8bn in 6 months

    Jupiter Fund Management saw assets under management rise by 4%, climbing £1.8bn to £47.1bn in the first six months of the year.

  • National IFA Continuum reports AUI up 17%

    National IFA Continuum, owned by M&G, saw a 17% increase in assets under influence year-on-year to £2.6bn in the first half of the year, it has revealed in its financial results.

  • Profits climb 24% to £32m at Chase de Vere

    National IFA Chase de Vere has reported a 24.2% rise in pre-tax profits to £31.9m for 2024, up from £25.7m the previous year.

  • Wealthtime AUA climbs 4% to £9.2bn

    Adviser platform business Wealthtime reported a 4% increase in AUA from £8.9bn to £9.2bn in the year to the end of December, despite challenging markets.

  • Tatton profits and AUM climb by a quarter

    Investment manager and IFA support firm Tatton Asset Management said pre-tax profits climbed more than a quarter, 28.9%, to £21.596m, in the year to the end of March.

  • M&G makes IFRS loss of £347m

    M&G plc plunged into an IFRS loss after tax of £347m last year after making a profit of £309m the previous year, it reported in 2024 full year results today.

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