Planners failing 1 in 3 female clients says report
- Wednesday, 13 March 2024
- Articles
Financial Planners are struggling to meet the needs of one in three female clients, according to research by Schroders.
Read more...Benchmark buys 32-adviser Swindon Planner
- Friday, 21 July 2023
- Articles
Schroders’ Benchmark Capital arm is to acquire 32-adviser, £755m AUM Swindon-based Unique Financial Planning.
Read more...Unique acquires fellow Openwork network Planner
- Wednesday, 16 March 2022
- Articles
Unique Financial Planning has acquired Watford-based Gerrard Byrne Financial Services (GBFS).
Read more...2 Planner firms first to sign as Openwork 'major partners'
- Wednesday, 24 November 2021
- Articles
Swindon-based Unique Financial Planning Limited and London-based Chartered Financial Planner The Penny Group have become the first two businesses to sign five-year 'Strategic Partner Firm' contracts with the Openwork network, one of the UK’s largest advisory firms.
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