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  • Parminder Bains CFPCM

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

  • Wealth firms among companies failing Google test

  • New Midlands academy for aspiring wealth managers

  • Old Mutual Wealth's UK platform profits rise as sales hit £5bn

  • Firm's fourth takeover in a month brings spending to nearly £4m

  • SBG website

    Sesame Bankhall Group axes wealth management advice arm

  • Martin King, managing director, investment management at Tilney Bestinvest

    Tilney Bestinvest hires wealth manager from Signia

  • Towry's website

    Wealth manager Towry's pre-tax profits fall but revenues rise

  • 'Long term care more important than inheritance for clients'

  • Nathan Sweeney co-manager for Multi-Asset Active range at Architas

    Architas appoints co-manager for Multi-Asset Active range 

  • Samantha Davids, one of the new Paraplanners

    Two Paraplanners hired by wealth management firm

  • Ian Mattioli, chief executive of Mattioli Woods

    Wealth management firm set for £7m Mattioli Woods takeover

  • Bellpenny website

    Bellpenny completes biggest takeover deal this year

  • FSCS bill nearly triples to £20m for wealth management firm

  • Aspiring Financial Planners lured by academy

  • Martin Gilbert, chief executive of Aberdeen,

    Aberdeen follows up Parmenion buy with investment firm takeover

  • Vision Independent Financial Planning's website

    Rathbones buys Cornish Financial Planning group

  • French Duncan's website

    Scottish accountants rebrand wealth management arm

  • Towry boosts investment team with director appointment

  • Lotfi Ladjemi, strategic partnerships manager at Octopus

    Octopus boosts wealth team with new strategy boss

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