wealth management

Cera Taylor launches 123-Wealth

John Willis, Myles Tunstall and David Morrell join

Advisers not aware of digital tools that can help

Follows co-founder and chair Phill Dewhurt’s retirement

Forms TaxAssist Plus Financial Planning

‘The fee outlives the service because the records do not talk to each other’

Geddes and Gersh to exit

As minimum investment sizes grow

Service launched for customers with minimum £150,000 to invest

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