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Isabel Baxter is news editor at Professional Adviser.
Acquires Mowatt Financial Planning
Hayley Rabbets and Tom Ham launch Evergreen
Softer launches expected at first
Granted yesterday
Leeds planning firm adds £100m in AUM
Adds £400m in assets under advice
‘That could add cost without improving outcomes’
Up from £79.97bn in 2024
Firms can expand potential client bases
Up from 110,000 the previous year