FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Search Professional Adviser
Wants to accelerate growth
Planned acquisition had been announced in March
Aims to replicate service at former firm, UK Wealth Management
Testing appetite for a listing
Confirmed speculation in statement
Had strategy to move into SIPP market
He left with immediate effect
Plans to launch institutional service this year
Platform has £40bn AUM
Firm has £400m AUM