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.

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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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14% fail to discuss retirement plans with parents

Despite significant concerns about the cost of care, many adults have never discussed retirement plans and finances with their parents, according to new research.

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Editor’s Column: Financial Planning profits need patience

I was reminded this week that Financial Planning is much more of a profession than a business by the latest Charles Stanley results.

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