‘Building rapport and trust is essential when working with clients’

Talking to a financial adviser helps achieve fair outcomes

‘Contingency plan’ to replace Rowanmoor Trustees in place

Charlesbank Capital Partners succeeds CBPE as expansion continues

Established through collaboration with SEI and Benchmark

Six months on from implementation advisers reveal concerns

Six investment portfolios across different risk levels

Deal takes total assets under management to £9bn

Platform wants independent long-term savings commission

Finli Group, formerly Solomon Capital Holdings, completes 15th deal