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We only write when we have something to say that we genuinely feel will be of interest. Below is a sample of our latest thoughts.

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Planning the transition

One of the most rewarding scenarios for a financial adviser is when their client faces a series of difficult decisions,…

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Introducing our capital discussion paper

Succession planning for financial advisers is a hot topic at the moment. Whilst a significant proportion of advisers are looking…

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Some recent M&A articles

Here are just a few articles on M&A activity that caught our eye recently…   Some interesting perspectives on the…

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