FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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'Forward-looking, data-powered and automated'
'An uncertain time for retirees and advisers'
'Six errors since 2007'
Second acquisition in six months
Standard option to make voluntary penalty-free partial repayments
To drive acquisitions
Expands team in South Wales and Lancashire
Overall score of 99.1 for sustainability
Joins from HSBC