Why I became a financial adviser…
Mark Staton was a police officer before joining UK firm Elite Financial Planning Consultants
Mark Staton was a police officer before joining UK firm Elite Financial Planning Consultants
‘Nine times out of 10 clients have been mis-sold,’ says advisory group CEO
Only two-in-10 professionals believe their company is dedicated to ethical finance policies
Acquisition adds more than £60m funds under management to the group
It will provide them with institutional tools to measure market sentiment
2020 was a learning curve for the sector, but this year is about ‘building the future of advice’
Firm will be ‘simplifying’, ‘removing duplication of work’, and ‘stopping tasks’ it no longer requires
It will bring together the firm’s existing wealth and retirement services
It is available to the company’s mass affluent clients across the UK and select international markets
It has an ‘extremely strong’ pipeline and expects to complete ‘in excess of 10 deals’ in coming months
Private bank and retail financial services provider hire group COOs
While UK regulator to send out third covid-19 financial resilience survey