The managing director of a Chartered Financial Planner in Cheshire is celebrating 10 years in business and revealed her top tips for building a business and looking after clients. 

After celebrating 23 years in Financial Planning this year, I realise there are some clients who you just get along with, you hit it off on day one and as far as you’re concerned, life is good. However, I am sure there are others who you struggle to really get to know? You just don’t have that same connection with! You could be speaking in different languages. Maybe you are?


Experienced Financial Planner Chris Daems, director of Financial Planning firm Cervello, has written about how he dealt with a tricky situation brought about by an affluent expat’s fast-changing retirement plans. 

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