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

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