financial results

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financial results

8% rise in advised customers at AJ Bell
Advised client growth holds steady at 7% for AJ Bell

Investment platform and SIPP provider AJ Bell has reported 7% growth in advised customer numbers (year on year) to 180,000 for the three months ended 30 June.
Advised customers rise 10% for AJ Bell
Advised platform customers rise 8% for AJ Bell
Advised platform net flows drop 20% in Q3
Advisers place £2bn with Transact in 3 months
AJ Bell advised customers up 8% to 174,000
AJ Bell reports 10% rise in advised customers
Carey Pensions parent firm profit drops 48% in 2020
Mattioli Woods client assets pass £15bn
Mattioli Woods set for more acquisitions
Nucleus returns to profit as revenues rise 80%
Outflows slow for Aegon adviser platform

Aegon’s adviser platform saw a drop in net outflows to £1,447m in the first half of 2025.
Pre-tax profits soar 96% for Mattioli Woods
Profit and revenues fall at Carey Pensions parent
Profits hold steady as revenue rises at Curtis Banks
Revenues double for InvestAcc ahead of SIPP acquisition

Group revenues more than doubled to £6m for InvestAcc for the six months ended 30 June (H2 2024: £2.5m).
STM makes COO redundant as it downsizes exec team
STM profits down amid extended takeover talks
Transact FUD rises 7.2% as IFAs place £1.99bn

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