Unbiased to raise client referral charge by 50% from 1 June
- Tuesday, 21 May 2019
- Articles
Unbiased, the directory and lead generating service used by many Financial Planners and advisers, is to raise its charge for passing on consumer enquiries from 1 June - but has defended the increase as the first in four years.
Read more...HL sees client numbers rise nearly 100,000 to 1.18m
- Wednesday, 15 May 2019
- Articles
Bristol-based investment provider and Financial Planner Hargreaves Lansdown has reported its number of active clients has reached 1,188,000 - up 53,000 on the previous trading period and up nearly 100,000 in the past 12 months.
Read more...Financial advisers get online access to NS&I client holdings
- Wednesday, 08 May 2019
- Articles
NS&I has unveiled a long-awaited new online service for financial advice firms allowing them to see for the first time a client’s full NS&I holdings when they want.
Read more...Chartered Financial Planner reveals career client lessons
- Tuesday, 16 April 2019
- Articles
Chartered Financial Planner Donald Fraser FPFS, director at Capital Asset Management, revealed his client lessons and mistakes to avoid in a recent chat with Financial Planning Today magazine.
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