Bamford: Why are so many Planners reluctant to go niche? 

 

 

I've had many conversations with Financial Planners and explained the importance of niche marketing, along with all of the benefits of picking a particular type of client to work with.

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Brown Shipley parent firm rebrands as Quintet

KBL European Private Bankers, the parent of UK private bank and Financial Planner Brown Shipley, is to rebrand as Quintet.

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Bamford: The forces that will transform Financial Planning

I love this time of year. It’s a time for reflection and opportunity. It’s a time for resolutions and goal setting, with January viewed by many as a clean slate.

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Global group to buy Financial Planner Harwood for £91m

Global private equity group Carlyle is set to buy the three-year-old, acquisitive Financial Planning firm Harwood Wealth Management for £90.7m in a recommended cash deal.

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