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Isabel Baxter is news editor at Professional Adviser.
Adding £550m in assets
Dropping from 94,035 in H1 to 87,842 in H2
Adds £26m in AUA
Client comms crucial in the Consumer Duty era
Will be one of the UK’s largest financial planning firms
Deals announced in Q1 2026
Dan Brocklebank makes keynote speech at PA360
Exclusive: Stuart Harding leaves the firm
Aiming to expand Scottish presence
Firm hopes new CEO appointment will drive growth
28 April 2026
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2 min read
