FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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'Strategically smart, operationally delicate'
Despite Perspective contract cancellation
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
15 April 2026
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7 min read
