Updates

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

Nicola in the press

It’s always a compliment to be asked to give your opinion on a subject that is of interest to you or to be recognised as a subject matter expert. Over the last few months we are delighted that Nicola has been under the press spotlight or investment specialist websites on… Read More
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