MD Karl Hartey on how the firm uses paraplanners.
Hartey set up Applewood Wealth Management in 1992. With two offices in Shropshire and Chester, the firm consists of a team of 18. The company has four paraplanners supporting two advisers who, in turn,...
Slow progress in improving diversity
Share purchase deal with assets of £28m
Came into effect in January
Three examples of compensation rule issues
Buying in baskets