Planners failing 1 in 3 female clients says report

Financial Planners are struggling to meet the needs of one in three female clients, according to research by Schroders.

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Benchmark buys 32-adviser Swindon Planner

Schroders’ Benchmark Capital arm is to acquire 32-adviser, £755m AUM Swindon-based Unique Financial Planning.

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Unique acquires fellow Openwork network Planner

Unique Financial Planning has acquired Watford-based Gerrard Byrne Financial Services (GBFS).

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2 Planner firms first to sign as Openwork 'major partners'

Swindon-based Unique Financial Planning Limited and London-based Chartered Financial Planner The Penny Group have become the first two businesses to sign five-year 'Strategic Partner Firm' contracts with the Openwork network, one of the UK’s largest advisory firms. 

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