Planners failing 1 in 3 female clients says report

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

Schroders’ Benchmark Capital arm is to acquire 32-adviser, £755m AUM Swindon-based Unique Financial Planning.

Read more...

Unique acquires fellow Openwork network Planner

Unique Financial Planning has acquired Watford-based Gerrard Byrne Financial Services (GBFS).

Read more...

2 Planner firms first to sign as Openwork 'major partners'

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. 

Read more...