Companies

LCM Family previously agreed to a voluntary requirement

Lousada Investments has acquired a 16% stake

Retention rate of 95.3%

Adding £550m in assets

Dropping from 94,035 in H1 to 87,842 in H2

Adds £26m in AUA

Latest judgment handed down on 24 April

Will be one of the UK’s largest financial planning firms

Deals announced in Q1 2026

Exposed clients to ‘unacceptable risk’