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Second consecutive quarter of inflows
Including LoA average response times
Creates UK’s largest savings and income provider
Acquires Mowatt Financial Planning
Four funds launched
Trio of acquisitions take total AUA to £1.5bn
Acquires Edinburgh-based Wealth Professional
Granted yesterday
Leeds planning firm adds £100m in AUM
Adds £400m in assets under advice
15 April 2026
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1 min read
