Client referrals and extra staff top adviser 2020 growth plans
- Friday, 03 January 2020
- Articles
Client referrals and pension transfers were seen as the biggest opportunity areas by financial advisers in 2019, according to a survey by fintech Intelliflo.
Read more...Openwork staff raise £7.4m to help disadvantaged kids
- Thursday, 07 March 2019
- Articles
Staff and advisers at the Openwork network have raised £562,000 in the past year to help disadvantaged children and young adults, pushing the total raised since 2005 by people working for Openwork to £7.4m.
Read more...Chartered Financial Planner reveals plans to double staff
- Wednesday, 10 October 2018
- Articles
A rapidly growing Cardiff-based Chartered Financial Planning firm has revealed plans to more than double its staff from 36 to 76 over the next two years as it gears up for further growth.
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