FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Seeks 50% passive AUM growth
Two senior appointments
£4.5m loss for year ended 31 March 2021
Largest member remuneration also revealed
Purchase of Total Wealth Planning completed
Early retirement broadly positive
Loss of £123,000
Government has failed to make the general public aware of a significant change in policy
China and Brazil funds suffer losses
4,500 SIPPs