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Advice leader on transforming a fragmented business
Vanguard survey finds
Loss-making half year results confirm
Spent two years running his own consultancy
‘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
Efficiency doesn't remove accountability
Carleton Financial Planning and RJ Savage Asset Management
07 September 2026
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11 min read
