Ex-adviser wins complaint against Financial Planning firm
- Wednesday, 07 February 2018
- Articles
![Ex-adviser wins complaint against Financial Planning firm](/media/k2/items/cache/0b0f2c6663d67a9ce7192d56fab45fe3_Generic.jpg)
An ex-adviser who turned client and says he lost £30,000 due to a pension transfer delay has been successful in his complaint against Intrinsic Financial Planning.
Read more...BSPS Report: regulator stressed value of financial advice
- Tuesday, 06 February 2018
- Articles
![BSPS Report: regulator stressed value of financial advice](/media/k2/items/cache/f7a821877854aa6330371312d0d68faf_Generic.jpg)
British Steel Pension Scheme trustees were urged to discuss “the importance of obtaining independent financial advice” with members, amid a major restructuring of the scheme, a report has revealed.
Read more...Chartered Financial Planner firm goes up for sale
- Friday, 02 February 2018
- Articles
![Saunderson House website](/media/k2/items/cache/2e499ffff526548702f96c6f5ce36153_Generic.jpg)
Chartered Financial Planning firm Saunderson House, which advises on £5.1bn of clients' assets, is up for sale, its owners revealed this morning.
Read more...Top 10 Financial Planner tips on finding and retaining clients
- Friday, 26 January 2018
- Articles
![Financial Planning Today magazine](/media/k2/items/cache/8d4f5e6a197acae0160bc06e7f47d531_Generic.jpg)
Half a dozen leading Financial Planners have revealed their best practice on how best to find and retain clients in the latest Financial Planning Today magazine.
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