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Perspective appoints group acquisitions director

Tuesday, 29 September 2020
Articles
Sam Smith

Fast-growing Financial Planner Perspective Financial Group has appointed Sam Smith as its group acquisitions director as it looks to finalise more deals.

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Chartered Financial Planning sells its DFM arm

Monday, 30 January 2017
Articles
David Loudon, chief executive of Quilter Cheviot

A Chartered Financial Planning firm has sold its DFM arm.

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