FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Acquires Edinburgh-based Wealth Professional
Calastone Fund Flow index shows
Granted yesterday
Third highest annual fundraise on record
Leeds planning firm adds £100m in AUM
Adds £400m in assets under advice
Royal London one of the first to get FCA approval
Up from £79.97bn in 2024
Increased risk of interest accruing on IHT
Firms can expand potential client bases
09 April 2026
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2 min read
