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IWP acquires £250m Cambridge advice firm

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Consolidator Independent Wealth Planners has acquired Cambridgeshire-based Holistic Financial Leadership. HFL was founded in 2014 by Brenda Santimano and Patricia Hope and has amassed £252.5m in assets under management. The firm’s 18-strong team includes five financial advisers and four client relationship managers. Santimano has been appointed CEO of HFL following…

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