Female clients prefer to work with other women
- Tuesday, 31 May 2022
- Articles
Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.
Read more...Financial Planners answer secret questions on profession
- Tuesday, 02 October 2018
- Articles
A panel of expert Financial Planners answered questions posed by mystery delegates at the CISI Annual Financial Planning Conference in Birmingham this afternoon.
Read more...Financial Planning firm celebrates anniversary with expansion
- Thursday, 06 September 2018
- Articles
A Financial Planning firm is celebrating its two-year anniversary and has hired a new Paraplanner to expand its team.
Read more...Betts selected as President of CISI Wales
- Wednesday, 31 January 2018
- Articles
Gretchen Betts CFP Chartered MCSI has been appointed President of the Chartered Institute for Securities & Investment Wales branch.
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