FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Combined business to have £127bn in AUMA
Failed advice network entered administration in June 2024
Formerly Vertus Asset Management
Will depart following HY results
Firm has made ‘very good progress’ with redress programme
Dean Stevens WM and William Highbourne WM
Follows 2022 acqusition
Former advice business entered liquidation in 2023
Group launches £20m share buyback programme
Deal court hearing set for July following FCA approval
01 July 2026
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2 min read
