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.

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

What’s been happening? July 2019

Nicola attended a networking event that was chocolate tasting – unfortunately she didn’t bring any back to the office! This has definitely been added to our list of possible client events to keep an eye on for the future. During the same week in June, Nicola and Hannah had the… Read More

What’s been happening? – May 2019

The most important thing that happened in April was obviously Poppy’s birthday, it’s not every day you turn 6! We shared pictures of her showing off her new collar on social media but in case you missed it or aren’t following us (yet?!) here they are again.   We’re… Read More
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