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ESG climbs up Financial Planning agenda

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.


Planners must be creative in attracting new clients – research

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


Charles Stanley growth driven by Financial Planning

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.


Ex-Brown Shipley CEO joins Charles Stanley

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.

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