3 November 2025 – InvestAcc Group completes acquisition of AJ Bell’s Platinum SIPP and SSAS business. Learn more.

Major Shareholders

The Company is aware of the following shareholders holding 3 per cent. or more of the total voting rights of the Company.

 Name Ordinary Shares Per cent. of issued shares
Marwyn Investment Management 29,213,667 59.8%
Nicholas Gardner 6,150,911 12.59%
M&G Investment Management (Recovery) 3,000,000 6.14%
M&G Investment Management (Small Cap) 1,000,000 2.05%
River Global Investors LLP 1,949,802 3.99%
Dowgate Capital 1,738,816 3.56%

Number of Ordinary Shares in Issue

As at 3 November 2025 the Company has in issue 49,420,712 ordinary shares of no par value and carrying one vote each. The Company does not hold any ordinary shares in treasury and has in issue one sponsor share which does not carry the right to vote at meetings of Shareholders. Accordingly, the total number of voting rights in the Company will be 49,420,712 which should be used by shareholders as the denominator for the calculations by which they will determine to notify their interest in, or a change to, their interest in the Company under the DTRs.