Trainee Paraplanner / Paraplanning Assistant
Trainee Paraplanner / Paraplanning Assistant Location: Olney, Milton Keynes Salary: £22,000 – £30,000, dependent on experience Job Type: Full Time, Permanent About the Company: We are a successful and award winning financial planning firm, based in Olney, Milton Keynes, looking to recruit an enthusiastic, driven, extremely organised… Read More
Scams and staying secure
Although an ever-increasing problem, the threat of financial scams has been particularly high on the news agenda in recent weeks: According to a new report from Canada Life, 5.2 million people had been victims of financial scams or knew a victim since the Coronovirus outbreak started. Research from pension consultants… Read More
Financial Planning: Taking control in uncertain times
A recent client experience got me thinking about how we might be able to help you, your friends, family and colleagues in these uncertain times. Earlier this year we took on a couple as new clients. They wanted to retire in Spring 2021, a year away, but were concerned as… Read More
Mental Health Awareness Week – be kind to others and yourself
This week is Mental Health Awareness Week. We’ve covered elements of well-being over the past few weeks and when the world is upside down, I think now more than ever is the time to focus on our well-being. It’s strange times. For many, they’re enjoying a slower pace of life. Read More
Day in the life of Hannah
Hannah is our Technical Assistant and her ‘Day in the life of’ certainly looks different now! Pre lockdown My alarm usually goes off around 6:40am, but I have at least ten minutes snooze before jumping in the shower. I then usually jump back into bed for five minutes to warm… Read More
Sharing good news
The world as we know it has changed dramatically for the foreseeable future, and this can be scary and daunting. We have to focus on the positives and pay attention to the little things, as these are what help us to pull each other through these testing times. The first… Read More
How things have changed recently
We’ve been using Zoom for video conference calls for the past few months to carry out any online client meetings but going into lockdown, we moved all meetings online. Now we’re not the most tech savvy bunch but we’ve managed to get our heads around using Zoom, so much so… Read More
Building trust and investing for the long term
In times like this, firms like ours do one of two things. We can say nothing and hope for the best. Or we can communicate with our clients, give them the latest information and reassure them, whatever happens, we’re still here to answer questions. We have decided on the second… Read More
Captain Tom Moore and Five Ways to Wellbeing
Well, who could have missed it last week; Captain Tom Moore walking 100 laps of his garden. As incredible as he is, I’m sure that even the remarkable Captain Tom could not have expected how far this would go. After all his initial target was only £1,000, and as I… Read More
The Tooth Fairy, Easter Bunny and the Mexican Fisherman
We all hope that you had a lovely Easter weekend. For me, it was a busy weekend in the garden, but also quality time with Digger (aka David/husband), the girls and, of course, Poppy our dog! There’s no doubt the news in term of human cost, infections and losses is… Read More