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.

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

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.

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.