Chadborn's CBK rebrands as owners eye simplified advice options

Peter Chadborn and Peter Wright have renamed the company Plan Money, a name they dub ‘new school' and hope will make clear to prospective clients what the business does. They will step away from their current approach of delivering a holistic, face-to-face service to every client by developing simplified and online solutions. Customers will be segmented depending on the complexity of advice required with each category defined by its own service agreement. As part of a raft of proposition changes, Plan Money, part of the Tenet network, will stop developing bespoke investment portfol...