Glasgow Planner sells client book to Evelyn Partners
- Thursday, 28 July 2022
- Articles
Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy, has sold the firm’s client book to Evelyn Partners.
Read more...Wealth planning ‘a broken industry’ expert tells conference
- Tuesday, 14 May 2019
- Articles
A private wealth management expert has said he believes that the wealth management industry is “broken.”
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