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More discussion of sensible goals, little victories and life-long security

Nearly a year after parts of the business were shut down and sold off

International advice firm has acquired Devine Financial Management

'Rational decision-making is the way we build trust with clients'

Julia Dreblow: ‘There is a lot of work that needs to be done'

Firm’s fourth buy under Aviva ownership and its second in 2024

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