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10 Jun 19
First M&A deal is part of strategy to create a regional network of small financial advisory businesses
14 May 19
It will be the 15th operation across the UK with branches already in Newcastle and Chester
16 Apr 19
Firm says deal will strengthen its wealth management presence in the north of England
11 Apr 19
Software will be able to create client pension and investment reports ‘in minutes’
The combined company is open to acquisitions ‘if the right business comes up’
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