MBO 'to spur ambitious growth' at Chartered Financial Planner
- Friday, 13 September 2019
- Articles
A Chartered Financial Planning firm is on the verge of completing a two-year management buyout, which it says will “accelerate a period of ambitious growth” that aims to double the size of the business.
Read more...Fairstone hails acquisitions and 'significant' client growth
- Friday, 13 September 2019
- Articles
Chartered Financial Planning firm Fairstone has seen its client base rise to 59,000 – a 5% increase over the past six months – with three firms joining its Downstream Buy Out (DBO) programme and a further four being fully acquired by the business.
Read more...Chloe Moran: The importance of inter-generational planning
- Monday, 29 July 2019
- Comment
Financial Planning Today recently reported that a nationwide study for IFA network Openwork found just 15% of adults saw a Financial Planner regularly, with men more than twice as likely to receive support with their finances compared with women.
Read more...Chartered Financial Planner supports pensions gold standard
- Friday, 31 May 2019
- Articles
Chartered Financial Planning firm Belmayne is among the first firms in the East Midlands to sign up to a new professional code of practice governing pension transfers.
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