FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Three advisers have their say…
Intrinsic plans to acquire Caerus
2018 trade sale or IPO remains aim
To manage risk responsibly
65% share bought for £86m
Adds £160m FuM
‘Promoting effective competition’
After leaving Sesame Bankhall
To promote professionalism
Price and service key considerations