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.

Nicola in the press

If you’re a reader of The Times, you may have seen a familiar face pop up once or twice recently. Nicola was included in VouchedFor’s Top Rated Financial Adviser Guide in The Times, and again in an article about why women might seek out a female adviser in The… Read More

Changing priorities in a post-Covid world

There’s no doubt that the last two years have given many people time and opportunity to reassess their priorities and consider how they want to spend the rest of their lives, which often begins with thinking about moving into retirement. The pandemic forced us to bring work into our homes,… Read More