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‘We’re not trying to be the biggest wealth manager’

Revenue rose 3.5% to £225m

Advisers not aware of digital tools that can help

Raising the standard of understanding

Olivia West joins following 7IM’s private client team merger with Amicus Wealth

Efficiency doesn't remove accountability

Carleton Financial Planning and RJ Savage Asset Management

Daniel Thomas advised 53 clients, including four British Steel scheme members

Firms face practical challenges in Consumer Duty board reporting

Expected third-party launch later this year