Chartered Financial Planner firm goes up for sale
- Friday, 02 February 2018
- Articles
Chartered Financial Planning firm Saunderson House, which advises on £5.1bn of clients' assets, is up for sale, its owners revealed this morning.
Read more...Top 10 Financial Planner tips on finding and retaining clients
- Friday, 26 January 2018
- Articles
Half a dozen leading Financial Planners have revealed their best practice on how best to find and retain clients in the latest Financial Planning Today magazine.
Read more...Fewer people using financial advisers says Fairstone survey
- Wednesday, 06 December 2017
- Articles
A survey published by Chartered Financial Planning firm Fairstone and market researcher Ipsos MORI has found that the use of financial advisers is declining.
Read more...HNW advice firm expands and hires ex-rugby international
- Wednesday, 02 August 2017
- Articles
Brooks MacDonald has announced an expansion of the company and has hired an ex-rugby international to head its new operation.
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