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New market entrant Liberate Wealth makes second acquisition - Vimarsana News

New market entrant Liberate Wealth makes second acquisition

New-to-market wealth manager Liberate Wealth has acquired Chartered advice firm Stafford House Investments.

October 2023: Month in review with senior reporter Isabel Baxter - Vimarsana News

October 2023: Month in review with senior reporter Isabel Baxter

From St James’s Place (SJP) fee overhauls to more Financial Conduct Authority (FCA) bans, to new technology integrations, it has continued to be busy as the advice industry heads into Q4…