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Leading thinking
Nick Heath, Head of Relationship Management for the Saltus Partnership Programme, has been working with financial planning firms for a number of years. In the ‘Our thinking on…’ series, Nick shares some of the top tips and common pitfalls that face financial planning business owners when growing their businesses.
The Financial Planning Growth Index is a new study, conducted by the Saltus Partnership Programme and L.E.K., which surveys respondents in senior positions at financial planning firms to gather their views on the financial planning industry trends, challenges and opportunities.
Financial Planning Growth Index Report
Prospects for growth in 2025 – a new study from the Saltus Partnership Programme and LEK.