Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

Big Olney Bake Off 2018

The annual Big Olney Bake Off (BOBO) is on 8th September 2018 and is an essential part of The Big Olney Food Festival (BOFF). After another successful year in 2017, we are delighted to announce that once again we will be sponsoring and supporting the event. Great fun for people… Read More

Messing about on the river

In early July we took some of our clients on an evening’s river cruise on the John Bunyan Boat, which is manned and run by volunteers. We met and boarded our boat at Priory Marina, before skirting the Priory Country Park and nature reserves, turning into Cardington Lock and then… Read More

Alternative Ascot in aid of Willen Hospice

We thoroughly enjoyed hosting a table of some of our fabulous business introducers recently. Held in a marquee in Willen Hospice gardens, overlooking Willen Lake, we were delighted to be able to attend their hugely popular midsummer Ladies Day on Thursday 21 June 2018. During the afternoon, not only were… Read More

Cupcake Day thank you

A big thank you to everyone who baked, ate, bought and supported our Cupcake Day in June in aid of Alzheimer’s Society. It was a great morning and was fantastic to see so many people at our offices. A big thank you must also go to our stall holders who… Read More

Just flogging pensions is not enough!

I was delighted to be asked by Financial Planning Today to write a response to an article which appeared on their website following the results of a recent Aegon study. The study showed that 38% of respondents were not confident about their ability to retire comfortably and were unprepared in… Read More

Bake Off Success

Even the cold and wet weather couldn’t dampen the spirits of our keen amateur bakers at last month’s annual Harrold Pit Run Bake Off. The standards of baking were very high this year, with inventiveness and creativity topping the agenda. The number of entries was slightly up on last year’s… Read More