FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Joined from Bankhall Support Services
Oversaw brand’s refresh in January
What the £385m deal means
Bought Demna Consulting
'Not quite there yet'
Bought IFA consolidator for £385m
Eight providers and their advice arms
Before timelines merged
Quarter of a century
Targets UK wealth market
03 March 2022
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1 min read
