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Starting from scratch: how to build a new advice firm

Building up a new advice firm in an increasingly competitive sector is a tough task to take on. Mark Stokes, managing director of Lewis Chambers, tells us how he navigated challenges such as finding clients and funding the business initially.

Advisers Jillian Thomas of Future Life Wealth Management, Robert Caplan of First Wealth, Brian Benson from Crown Wealth Management and Nicola Downs of Trentham Invest also offer their tips.

Read the key notes and full transcript here.

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