Isio revenue reaches £188m as five-year growth momentum continues

Challenger advisory firm reports double-digit growth and 21% five-year compound annual revenue growth rate (CAGR)

17 April 2026: Isio has today announced results for the year to 30 September 2025. Group revenue reached £188m, up 11% from £170m in Isio’s previous financial year, EBITDA rose 20% to £54m (2024: £45m).

Highlights include:

• Group revenue of £188m, up 11% from £170m in 2024
• EBITDA of £54m, up 20% from £45m in 2024
• Five-year CAGR of 21% since Isio’s first results in 2020

Six years on from when it was born, Isio has firmly positioned itself as one of the fastest growing pensions, employee benefits, investment and wealth management businesses in the UK. Since that time, the Group has added more than £100m in revenue and doubled its profit, driven by strong organic growth alongside targeted acquisitions that have diversified and strengthened the Group’s proposition. Today, Isio employs more than 1,400 people across 10 UK offices and serves employers, trustees, individuals and family offices, charities and endowments and financial advisers.

During the year, Isio continued to build depth across its core pensions and investment advisory business, supporting clients through funding strategy, risk management and endgame decision making. Isio’s employee benefits business has delivered another year of strong performance, underpinned by a clear commitment to digital innovation and holistic workplace wellbeing.

Two years on from securing investment from Aquiline, a private investment specialist in financial services and technology, Isio continued to benefit from Aquiline’s deep expertise across the global retirement and wealth sectors. Aquiline’s backing continues to support the next phase of the Group’s growth, enabling further investment in talent, technology, and innovation.

This has included the continued expansion of Isio’s Wealth proposition. During the period, the Group has launched its Model Portfolio Service (MPS), strengthening its scalable investment capability and supporting advisers and clients with institutional-quality portfolio solutions.

Andrew Coles, Chief Executive of Isio, said: “We have built a business of real scale, resilience and ambition since launching in 2020. These results reflect the strength of our client relationships, the quality of our advice and the commitment of our people across the firm.

“We have continued to grow our core pensions and investment advisory capabilities, strengthened our endgame expertise and expanded our wealth and employee benefits propositions to support long-term diversification. With strong foundations in place and the support of Aquiline, we are well positioned to continue expanding our capabilities and delivering long-term value for clients in the years ahead”.