FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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To continue as wealth management MD
Adding £400m FUM
Nine firms acquired so far in 2017
Total consideration of £20.6m
Follows shake up of executive team
James Stevenson appointed MD
‘Clients want peace of mind’
A total of four acquisitions in 2017
Scottish adviser joins consolidator
Following death of Simon Chamberlain