Top 10 Financial Planner tips on finding and retaining clients

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.


Fewer people using financial advisers says Fairstone survey

A survey published by Chartered Financial Planning firm Fairstone and market researcher Ipsos MORI has found that the use of financial advisers is declining. 


HNW advice firm expands and hires ex-rugby international

Brooks MacDonald has announced an expansion of the company and has hired an ex-rugby international to head its new operation.


Music star advice firm sets up expat Financial Planning partnership

An IFA that was originally set up to focus solely on providing advice to music and entertainment stars has signed a deal to provide offshore pension and Financial Planning advice to expatriate pension scheme members and pensioners.

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