FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Can now launch Innovative Finance ISA
Managed around £80m for 3,000 customers
Chairman Chris Hill to step down
‘We’ve turned the group around’
Providing direct access to active and passive funds
Growth strategy unchanged
Follows "increased demand" from advisers
James Stevenson appointed MD
Has acquired Maestro Financial Services
Board changes, staffing and branding