FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Investors should not lump them together
Second provider to offer cash LISA
Investing in themes such as technology and healthcare
Across the business globally
Including ‘Leading Adviser’ categories
£80m FUM and £100m property portfolio
One firm saw bill rise from £16,000 to £70,000
According to EISA survey
Just 3% in passive funds
Among nine firms in total