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Business news update – Bankhall, Just, Clarion Wealth Planning

Selected business and technology news in the advisory market


Bankhall teams up with Standards International to help advisers transform their business

Bankhall is offering advisers access to a new business transformation programme designed by industry business coach Michelle Hoskin, founder and director of Standards International.

The WOWW! by Design Development Programme™ is available exclusively for Bankhall clients in 2017 as part of the new Bankhall Business Bureau, which was launched last month.

Michelle Hoskin (pictured) will also be the keynote speaker at the opening round of Bankhall’s Professional Development Days, taking place at 13 locations across the UK beginning on 21 February, and offering advisers three hours of CPD.

Hoskin will deliver a specialist insight into how firms can overcome the daily challenges of running a financial advisory practice and successfully achieve their long-term goals.

Stephen Gazard, managing director at Bankhall said the Bankhall Business Bureau aimed to give advisers “easy access to industry-leading experts, in order to help firms to fulfil their full potential… By inspiring strategic thinking and continually improving the customer experience, advisory firms will be in an even stronger position to prosper in the future.”

Hoskin added that the programme was designed to give advisers “the support they need to achieve their long-term goals – both personally and professionally.”

Hoskin said that individuals and firms who follow the full programme will have the opportunity to achieve a professional qualification in Practice Management, along with the prestigious British Standard BS 8577.

Further information at: or call 0845 234 0839

Just launches national adviser CPD forums

Just – the specialist financial services organisation formed from Just Retirement and Partnership – has announced a series of national CPD forums designed to help financial intermediaries gain further insight into some of the vulnerabilities and challenges facing clients in later life.

The forums will take place from the 723 March, these half-day seminars provide 2.5 hours of structured CPD learning covering areas such as the latest Financial Conduct Authority research into vulnerable customers and an ageing population.

Just said it will also be providing insight into client needs during the three states of retirement and sharing its thoughts “on building a retirement proposition to last a lifetime”.

Attendees will have the opportunity to attend a Dementia Friends Information Session – an Alzheimer’s Society Initiative – at the forums.

Dates and venues are as follows:

• 07th March: Falkirk, Macdonald Inchyra Hotel and Spa

• 08th March: Harrogate, Rudding Park House Hotel

• 09th March: Knutsford, The Mere Golf Resort & Spa

• 14th March: Birmingham, The Belfry

• 15th March: Luton, Luton Hoo Hotel

• 21st March: Bristol, Aztec Hotel & Spa

• 22nd March: Basingstoke, The Hampshire Court Hotel

• 23rd March: London, Amba Hotel Charing Cross

Stephen Lowe, Group Communications director at Just (pictured), says: “For the financial services community, the theme of vulnerable customers is growing in importance and we want to support firms to understand what they could be doing to generate better outcomes for consumers in vulnerable circumstances.  As a business focused and specialising in the retirement sector, Just is committed to help advisers understand how to approach some of these challenges by providing information as well practical support, tools and ideas.

“As part of this, we are particularly pleased to be hosting Dementia Friends – an Alzheimer’s Society Initiative – at these events as they can provide intermediaries with a deeper understanding of the challenges that those with dementia face.”

Advisers interested in attending should contact or phone 01737 23315.

Clarion Wealth Planning appoints senior financial planner

Cheshire-based boutique wealth manager, Clarion Wealth Planning, has appointed Jonnie Whittle (pictured) as a financial planner to help enhance Clarion’s profile among high net worth business owners across the north west, as well as to expand the firm’s network of professional connections.

Before joining Clarion Jonnie founded and managed Lasenby Knox, a wealth management and financial planning start-up. Prior to this he worked as a Director at Cameron Chase.

Ron Walker, managing director of Clarion Wealth Planning, said Whittle’s “significant profile in the north west professional services and business communities” would be an asset to Clarion as it embarks on its latest stage of expansion, which the 30-year-old company plans to continue throughout 2017.



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