Three in five (60%) Financial Planners are now factoring in ESG related questions when speaking to clients and undertaking fact finds, according to a new report.

Financial Planners are concerned about their aging client base, marketing costs, and how they will attract new clients, according to new research.

Despite the effect of the Coronavirus pandemic, Charles Stanley Group revenue has increased 1.7% for the second quarter of 2020 year on year due to strong progress from the Financial Planning division.

Wealth manager Charles Stanley has appointed former Brown Shipley chief executive Ian Sackfield as managing director, investment management services (branches) to lead the firm’s 20 regional offices.