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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

Wealth manager reports ‘strong progress’

Alex Gray joins the national firm’s new Cornish office

Continuity before everything else

Part of white paper launching in November

Joins as an appointed representative