Isio has reported double-digit growth for its latest year of financial results. The group saw revenues expand past £180 million, while the firm’s five-year compound annual revenue growth rate hit 21%.
Wealth and investment advisory Isio started life as a carve out from a Big Four firm, having gained independence from KPMG in early 2020. In 2024, it celebrated record income of £170 million, and passing five years since it’s Exponent-backed separation, the firm spent 2025 seeking to rapidly build on its early momentum.
Having secured further private equity investment from Aqualine two years ago, in its latest financial 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 meanwhile delivered another year of strong performance, underpinned by a clear commitment to digital innovation and holistic workplace wellbeing.
This has included the continued expansion of Isio’s wealth proposition. For example, the group launched a model portfolio service (MPS), strengthening its scalable investment capability and supporting advisers and clients with institutional-quality portfolio solutions.
The results show this investment is already paying off. With 11% year-on-year growth, group revenue hit £188 million. This saw the firm’s earnings before interest, taxes, depreciation and amortisation spike to £54 million – an improvement of £9 million – while the firm’s five year compound annual growth reached 21%.
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. Looking ahead, Aquiline’s backing continues to support the next phase of the group’s growth, enabling further investment in talent, technology, and innovation.
Andrew Coles, chief executive of Isio, remarked, “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.”
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