Client numbers rise 22% at AJ Bell
- Thursday, 23 April 2020
- Articles
Platform and SIPP provider AJ Bell has reported client numbers up 22% to 262,179 over the past 12 months.
Read more...High returns low on client priority lists - adviser survey
- Tuesday, 17 December 2019
- Articles
The most important service offered by financial advisers to clients is helping them achieve their financial goals, say advisers.
Read more...CISI 2019: ‘Planners failing over client focus’ - Rory Percival
- Monday, 30 September 2019
- Articles
Financial Planners are failing to be “client-centric” and could fall foul of FCA rules, according to compliance consultant and former FCA exec Rory Percival.
Read more...Firm makes new HNW hires and opens new office
- Friday, 23 August 2019
- Articles
Close Brothers Asset Management (CBAM) has appointed Philip Young and Lucy Katzarova to support the expansion of its investment management service for high net worth clients.
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