Tilney S&W adds professional connections director
- Monday, 20 September 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson has recruited Charlotte Fairhurst from Octopus Investment to help it build professional connections in London and the South East.
Read more...Advisers see four-fold surge in professional referrals
- Wednesday, 11 November 2020
- Articles
Financial advisers who seek referrals from solicitors and accountants have seen a surge in new client enquiries, according to new research.
Read more...Technical Update: Professional Connections
- Wednesday, 27 February 2013
- Insight & Analysis
Many Financial Planners rely on referrals for new business and these can be a valuable and cost-effective way to find new clients but how to go about it? Developing long-term professional connections with local firms of solicitors, accountants and other professionals is one way.
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