FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Combined assets of $175m
Adds more than 1000 clients
Two complainants 'wrongly sold'
Biannual rankings published
Expanding services across North West
Five years after being bought by Sanlam
To shape sales and marketing strategy
Programme launched in 2017
66% do not engage with under 45s
Joins from Oxford Capital