Involving teams with process improvement projects can be a game-changer, according to ABBY solutions marketing manager, insurance, Eileen Potter, not least in
Quilter Private Client Advisers, one of Quilter’s three advice businesses, is on the hunt for two new financial planning managers who can monitor business production and embedded client contact and sales strategy.
Supported by private equity investor Copper Street Capital, independent financial advice and fund management firm One Four Nine Group has launched with the acquisition of two advisory firms.