Updates

Spotlight on ….. Nicola

Director and Certified Financial Planner – how did that happen? Like many people in financial services, I rather fell into it. I had no burning desire to become a financial adviser or financial planner but had watched my mother build her own business and saw the impact that her advice… Read More

Spotlight on ….. Jo

Business Assistant – how did that happen? I previously worked for a Garden Centre in Podington and my time there was coming to an end due to redundancy of my current role. I decided to just put some feelers out with friends and family about keeping their eyes open for… Read More

Spotlight on ….. Emma B

Emma B joined us at the beginning of April and delved straight in to working on research and writing plans. Technical Assistant – how did that happen? Since leaving school, I have always worked in Financial Services. I’ve worked previously as an adviser, but over time it has become clear… Read More

Spotlight on ….. Clare

Clare joined us in January 2018 as our Technical Assistant and quickly became the ‘go to’ for technical questions. Technical Assistant – how did that happen? I started in financial services around 11 years ago in an administrative position for an independent financial adviser. This quickly led to a junior… Read More

Spotlight on …… Amy

We thought it was high time you got to know the team better. We’re introducing a new feature in our newsletters so you can get to know us and what makes us tick….introducing Amy Nechat, better known to you as our Client Services Assistant. Client Services Assistant – how did… Read More
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