FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Portfolios defined by equity risk and incorporate a value/income tilt
Seventh acquisition for 2022 brings group’s total AUA to over £10m
Industry views on ‘rabbit pulled out of the government’s hat’
The firm bought nine IFAs in 2022
Free resources to cover key outcomes of the regulation
Fraudsters said to be focusing on people facing financial difficulties
Majority of referrals come from national broker parent firm
AUM up to £970m
'Integrations are top priority'
'Plan with the worst case scenario'