Chartered Financial Planner firm goes up for sale

Chartered Financial Planning firm Saunderson House, which advises on £5.1bn of clients' assets, is up for sale, its owners revealed this morning.

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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.

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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. 

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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.

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