Overview
A highly respected, successful IFA practice on the Wirral have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £50m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£250k plus space. Clients are primarily across Merseyside and West Cheshire. All pa…
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