FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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‘Market reversals'
Employee wellbeing and business sense
Scott MacLennan takes on new role
'Security, differentiation, and innovation'
'We don't judge, we help'
Ethical business strategy
Looking beyond IFA consolidators and DIY options
Latest survey
£860m AUM
Search for successor underway
28 July 2022
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2 min read
