FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Adds £1.4bn in assets
Demonstrate value
‘Big talk but no real action’
Team of 25 staff
'Beyond blue ticks'
'You need to take PROD seriously'
Including five tips
Green investment from now on
Purchase of Total Wealth Planning completed
'Name it and own it'
17 January 2022
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2 min read
