- Thursday, 09 July 2020
- Thursday, 28 November 2019
Serenity Financial Planning has completed its latest acquisition with the purchase of Midlands-based Blackstone Wealth Management.Read more...
- Monday, 01 October 2018
Firing or sacking 'clients from hell' may the only option if the client-planner relationship has broken down, delegates at this year's CISI Annual Financial Planning Conference heard today.Read more...