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  • Personal Touch new wealth panel

    Personal Touch launches new wealth management panels

  • Jonathan Orchard

    Real life case study: Jonathan Orchard of Old Mill Group

  • FCA website

    FCA appoints head of wealth management

  • Brooks Macdonald website

    Brooks Macdonald announces tie up with advisers Prosperity

  • Clive Bolton, Aviva's managing director of at retirement

    Extra month of bills for over 55s due to cost of living

  • MDRC logo

    Satisfaction levels fall among wealth management clients

  • Neil Johnson, senior partner at True Potential

    255% increase in advisers helps True Potential add £1bn in assets

  • Ludlow's website

    Ludlow aims to double funds under management to £1bn

  • Chris Macdonald, chief executive, pictured left

    Brooks Macdonald reports 16% rise in profits

  • Financial Planning team to double after wealth management merger

  • Brewin Dolphin's website

    Brewin Dolphin's half year profits rise by 25%

  • Towry's website

    Shake up of senior management at wealth advisory firm

  • Succession's chief executive Simon Chamberlain

    New on-platform portfolio management for HNW clients

  • Neil Johnson, senior partner at True Potential

    More than potential – finance tech firm reports 104% profit rise

  • Loughborough University's School of Business and Economics website

    New Masters Degree in wealth management launched

  • Colin Lawson, founder and managing partner of Equilibrium

    Wealth manager goes from bedroom to £385m of assets

  • Tracey McDermott, FCA director of the enforcement and financial crime division

    Two bosses banned after wealth firm's serious client money failings

  • Premier's website

    Barclays director joins advisory firm to run national IFA operation

  • Mike Kellard, chief executive officer, AXA Wealth

    Wealth firm reports jump in funds under management to £27 billion

  • Parminder Bains CFPCM

    Real Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP

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