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Effective 1 April and 1 August
'You don’t have to be fine all the time'
Dynamic Planner Conference
'Dichotomous relationship'
Wealth manager trains up 17 advisers in West Midlands
Improve clients' plans
'All-singing, all-dancing due diligence reports'
Elliot Guthrie of Scotland's Create and Prosper
Brings funds under management to £1bn
Online service