IntegraFin Holdings PLC
IHP.L
London Stock Exchange381.00
GBp
-4.00
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IntegraFin Holdings PLC
IHP.L
(London Stock Exchange)
Recent
price
381.00
P/E
ratio
- -
div
yld
- -
ROIC.AI
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in mil. unless spec.- Similar Companies
- Business
- IntegraFin Holdings plc IntegraFin Holdings plc is a United Kingdom-based holding company that operates the Transact investment platform and related services for UK financial advisers and their clients. The company provides investment administration services through its subsidiary Integrated Financial Arrangements Ltd (IFAL), which offers the Transact wrap service including General Investment Accounts (GIA), Self Invested Personal Pensions (SIPP), Individual Savings Accounts (ISA), tax wrappers such as Personal Pensions, Executive Pensions, Section 32 Buy-Out Bonds, Onshore Bonds and Offshore Bonds; alongside software provision and development, financial planning software via Time4Advice (T4A) and its CURO system, life insurance and assurance through IntegraLife UK Limited and IntegraLife International Limited, consultancy services, and investment administration. Transact supports a wide range of investments with comprehensive reporting, proprietary technology for portfolio management, digital integrations including APIs for efficiency, and personal regional service support; while T4A delivers Microsoft-based client relationship management (CRM) software focused on the full financial advice process, data access, and integrations with third-party tools. Founded in 1999 and headquartered in London, England, IntegraFin Holdings plc listed on the London Stock Exchange in 2018 and primarily serves the UK financial adviser market, with approximately 8,048 advisers registered on Transact and 234,998 platform clients as of 30 September 2024. The group operates through subsidiaries including Transact Trustees Limited, Transact Nominees Limited, IntegraFin Services Limited, ObjectMastery (UK) Limited, Transact IP Ltd, Integrated Application Development Pty Ltd, and Time For Advice Limited, focusing on proprietary software development, high-quality service, and value-for-money pricing aligned with FCA Consumer Duty principles. Funds under direction reached a record £64.1 billion at year-end 2024, driven by net inflows of £2.5 billion, market appreciation, and a client retention rate of 94%. In recent developments, the company acquired Time For Advice Limited (T4A) to expand its adviser services with the CURO financial planning software, enhancing back-office capabilities and planning for integration with Transact; progressed CURO on Power Platform with pilot rollouts to around 400 users and migrations of major clients; eliminated buy commissions and Junior ISA wrapper fees from April 2024 to simplify pricing and share scale benefits; advanced Transact digitalisation including online wrapper applications, bulk processes, and new APIs for fee reconciliation and reporting; and announced a planned relocation to a new modern London office to improve efficiencies and sustainability. Revenue for the year ended 30 September 2024 increased 7% to £144.9 million, with underlying profit before tax up 12% to £70.6 million, reflecting strong organic growth and net interest income from client cash where 100% of interest is passed to clients.