Companies

Will remain majority owned and controlled by employees

Record core net flows of £6bn

Deals announced in Q2 2026

Provider plans to expand into pensions this year

Snaps up North East advice firm Shaun Carr Financial Services

In coming months

Banyard Independent Advice Services and Wilcox Financial Planning add £68m AUM

Follows co-founder and chair Phill Dewhurt’s retirement

Consumer Duty compliance data gaps

Equity for Growth was ‘unfair, unclear and misleading’