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Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

CEO Matt Timmins bullish on Plannr’s growth

Hollee Vivian launches initiative with adviser peers

Tom Shorland returns to the financial planning team

Upper Tribunal decision

Cera Taylor launches 123-Wealth

Could cost users ‘tens of thousands of pounds’

Six self-employed financial planners

Adviser fund research business appoints Ben Yearsley and Gavin Haynes

The 3rd Act launches in February 2027