FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Two acquisitions made in June
Regulation and consolidation
Group now boasts 40,000 clients
Tips from recent experience
Clients represent 13% of island's population
Received £25m funding in April
Can SIPPs maintain the level of service advisers expect from them?
CoreData Research study detects adviser worries
Combined group to administer £8.1bn in assets
Adds £150m of assets