Dynamic Planner has appointed former AXA Wealth Self Investor managing director Nick Lee as business development sales director.
Lee will oversee Dynamic Planner's client success and business development teams, as well as its wider strategic development. Based at the business' headquarters in Reading, the in-house client success...
What made financial headlines over the weekend?
Q2 net sales dropped almost 50%
‘Important to have an anchor’
Lack of innovation for solutions