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.

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