FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Expected to complete next month
Due to 'historic issues'
Unclear on charges and advice model
Sold for £340m
Clay joins from Heartwood
New business named Ascot Lloyd Bellpenny
Following 2016 acquisition
Expected to report £1.4m profit
Merger set to complete 14 August
For people with £500k+ to invest