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Majority of advisers surprised by their clients’ decision making

Ex-St James's Place adviser's firm among the four new joiners

‘This is now about the evolution to a full advice solution’

Parents of children with special needs often face unique financial challenges

National advice firm’s second acquisition this year

Financial services veteran launches Open Door Policy

Lawyer John E Jones explores the issues clients may face when acting as the 'Bank of Mum and Dad'...

Identifying and supporting vulnerable clients is difficult

Loans will be available from £25,000 to £5m+

Treat each client as an individual