Building long-lasting client relationships

Wednesday, 10 March 2021
Articles
Andy Jervis

Andy Jervis, founder of Chesterton House Group, shares his secret to building long-lasting client relationships in the most recent edition of Financial Planning Today Magazine.

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CISI 2019: 60% of clients will fire parents’ planner

Monday, 30 September 2019
Articles
Sapna Shapero and Anja Turvey of Chesterton House at the CISI Financial Planning Conference 2019

Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.

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