David Howell says client servicing is crucial if you are to make a success of your business
Two out of five people would be willing to complete online fact-finds before meeting with an adviser if that would reduce the cost of advice, according Prudential.
Fiona Murphy looks at the growing interest in Islamic pension products and SIPP investments
Guardian Wealth Management has appointed technology provider SEI to run its white-labelled platform and back-office systems.
Guardian Wealth Management has revealed plans to offer a low-cost, remote independent advice proposition to clients, delivered via Skype and other online tools.
Guardian Financial Services is to acquire 300,000 in-payment annuities from pension fund consolidator The Phoenix Group.
Following £850,000 in funding from the Welsh govenrment, advisory firm Guardian Wealth Management has launched a new head office in south Wales.
Marlene Shalton is to spearhead a project by Guardian Wealth Management to become a major force in financial planning in the UK.