M&A

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

Gets H1 financial planning revenue boost but profit slides

Through Artorius Wealth Management investment