FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Launched by TISA and 16 firms
Has acquired Maestro Financial Services
UK adults cannot meet advice costs
Switched from IFDS to FNZ
To become Creation Portfolios
Also appointed Tim Tookey as CFO
Retired in 2014
Adds £230m to AUM
Like a new tax
Allowance initially £100,000
15 May 2017
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2 min read
