“I am pleased to report another strong quarter for new business, once again demonstrating the strength of our advice-led business model and the trusted relationships our advisers build with clients. 

The external environment has been uncertain, but our advisers have reassured clients and helped them remain focused on their long-term financial goals and aspirations. Engagement levels have been high, and this has resulted in £5.1 billion of new client investments during the quarter. Retention of funds under management remained strong at 95.0%, supporting net inflows of £1.7 billion.”

Mark FitzPatrick, CEO