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True Potential put up for sale

Platform, fund management and advice business True Potential has been put up for sale, in a deal that could be worth up to £2bn, according to Sky News. It is reported True Potential has appointed bankers from Perella Weinberg Partners to deal with offers from prospective buyers. The company is owned 739 individual partners, with a […]

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Profile: Lowland Financial managing director on why it pays to be choosy when selling your business

Graeme Mitchell may not have planned his entrance into financial services but the same cannot be said of his eventual exit from the industry. The 64-year-old managing director of Scottish advice firm Lowland Financial started to think seriously about his succession plans and exit strategy a few years ago. The question of what he was […]

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A more personal approach to underwriting

Development Underwriter Toni Liddell talks about how changes to Royal London’s underwriting approach have resulted in products and services that better meet customers’ needs, including those with existing medical conditions. How would you describe Royal London’s approach to underwriting? Underwriting philosophy touches every part of our business – from product development through to claims. We […]

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