Insignia confirmed the sale of M3 forms part of its strategy to reset its financial advice operating model which was first announced in July 2023.
The sale of M3 marks another important milestone as we execute our strategy, creating a simpler, more sustainable advice offering, enabling greater growth focus for the future.The new strategy will enable the firm to focus on the growth of its professional services advice businesses, Shadforth Financial Group and Bridges Financial Services.
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