Leading Planner to offer planner coaching programme

Leading Chartered and Certified Financial Planner Warren Shute is to launch a new coaching programme “for planners, by planners.”

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Lexington Wealth gains Accredited CISI status

Wiltshire-based Lexington Wealth Management has gained CISI Accredited Financial Planning Firm status.

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Chartered Financial Planner and author Shute reveals client tips

 

Chartered Financial Planner, author and Chartered Wealth Manager, Warren Shute, has revealed his tips on gaining and keeping clients.

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