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Business has tripled in size in last 12 months

Tech playing 'increasingly important role' in financial advice process

Chancellor will deliver statement alongside OBR forecast

Firm to transfer £50m into the portfolios in the first year

The funds are part of Fidelity’s wider Sustainable Family range of funds

Equanimity offers advice to female HNW clients and business owners

Richard Harrison brings more than 20 years’ financial services experience

‘My only regret is that I could have done it sooner’

More than half of advisers say clients now want insurance advice 

Wealth management firm completes second Midlands-based acquisition