FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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What made financial headlines over the weekend?
‘£150m valuation’
From £375m in 2016/17
New name announced in due course
June deadline missed
Focus on clarity and accuracy of information
5.1 million expecting £50,000 or more
Expect a ban on contingent charging
Less likely to hold onto falling stocks
'Highly complementary' deal
01 July 2018
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3 min read
