Financial Planners play a unique role in the lives of their clients for many years so, for clients, losing their planner due to retirement or business exit, can be a challenging and disconcerting time.

One in five (20%) people who use Financial Planners or advisers say they are “very concerned” about the prospect of them retiring and a further fifth (26%) say they are “quite concerned”.

More people find their Financial Planner, wealth manager or IFA through a family recommendation or work rather than a friend, according to new research.

Investment manager Titan Private Wealth has appointed Matt Beddall as joint CEO alongside existing CEO Mark Puleikis.