Planners need to improve philanthropy knowledge

Thursday, 04 January 2024
Articles
A CAF survey of 500 high-net-worth individuals found that a third consider themselves to be philanthropists

Financial Planners need to improve their knowledge of philanthropy, with just 5% confident about advising clients in this area, according to a new report.

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Financial Planner offers investment advice to charities

Tuesday, 29 May 2018
Articles
Chris Woodhouse

Financial Planner and wealth manager Tilney is helping charities with investment advice.

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