Bamford: Why are so many Planners reluctant to go niche?
- Monday, 03 February 2020
- Comment

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.
Read more...Brown Shipley parent firm rebrands as Quintet
- Thursday, 16 January 2020
- Articles

KBL European Private Bankers, the parent of UK private bank and Financial Planner Brown Shipley, is to rebrand as Quintet.
Read more...Bamford: The forces that will transform Financial Planning
- Tuesday, 31 December 2019
- Comment

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.
Read more...Global group to buy Financial Planner Harwood for £91m
- Monday, 23 December 2019
- Articles

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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