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Tilney S&W adds professional connections director 

Wealth manager and Financial Planner Tilney Smith & Williamson has recruited Charlotte Fairhurst from Octopus Investment to help it build professional connections in London and the South East.

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Advisers see four-fold surge in professional referrals

Financial advisers who seek referrals from solicitors and accountants have seen a surge in new client enquiries, according to new research.

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Technical Update: Professional Connections

Many Financial Planners rely on referrals for new business and these can be a valuable and cost-effective way to find new clients but how to go about it? Developing long-term professional connections with local firms of solicitors, accountants and other professionals is one way. Read more...
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