M&A

Project Exit to launch 11 May

‘The era of buying advice firms simply for scale is well and truly over’

No job losses anticipated

What growing businesses get wrong about culture – and how to get it right

Adds £400m in assets under advice

Points to ‘financial wellbeing for everyone’ focus

Cutting & Carter purchase adds £60m AUM

Adds about £500m in assets

Adds about £50m of client assets

The Succession Alliance