Updates

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.

Why we nag!

We often joke that we’re a team of great “naggers” – not be confused with being old nags! We constantly “nag” our clients. Our tenacious style and excellent diary system makes sure that we always remind our clients about getting things done. But why? Why do we constantly remind our… Read More

Three reasons to refer to us

A recent Fidelity Adviser Pulse survey noted “new clients may be holding off seeking financial advice until life becomes like it once was”. The problem with that is that life is unlikely to be getting back to “like it once was” anytime soon. We’ve been working with a number of… Read More

Reasons to celebrate

As February starts, we say goodbye to January “lockdown”, and have to consider at least another month of tight measures. We can’t ignore the grim headline that the UK exceeded 100,000 deaths, nor can we forget their families and those who remain seriously ill. However, (as seems to be a… Read More

We’re celebrating!

We’re celebrating! We’re delighted to share that we’ve been awarded ‘Excellence in Client Service’ from International Adviser Best Practice Awards 2020! This time last year we celebrated winning ‘Best Adviser Support Team’, International Adviser Best Practice Awards 2019, so to win again is fantastic. The judges commented that Jane Smith… Read More

It’s World Financial Planning Day!

This week marks Financial Planning Week in the UK, whilst today, 7th October 2020, is World Financial Planning Day. We’re proud to be supporting this initiative, sharing all sorts of useful content throughout the week. For those of you that are social media users, you’ll be able to follow our… Read More
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