Brewin Dolphin has purchased the financial planning and investment assets of Dundee-based IFA Clark Thomson MortgageFinders, adding 150 clients to the wealth manager's local office.
The acquisition - the purchase price of which is not being disclosed - resulted from the longstanding professional relationship between Clark Thomson MortgageFinders director and owner David Hogg and Brewin...
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
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Downstream buy-out programme
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From the horse's mouth
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