Updates

Advice vs Planning

The job titles of Financial Adviser and Financial Planner are often thought to be one and the same. Often when I meet new people, they ask what I do. When I explain that I’m a Financial Planner, they might comment “Oh, I work with someone like you; so and so… Read More

VouchedFor

VouchedFor is an online directory, listing financial planners and advisers in your local area. To provide a true reflection of the service they offer, firms are rated by their clients. A while ago we asked you to complete reviews and since then we have asked you to update these reviews… Read More

Can I still make a Will despite Lockdown?

Guest Blog – Matt Parr from Shakespeare Martineau Making a Will is important and so solicitors who prepare Wills have been classified as key workers to enable us to continue offering our services to clients who need them. Now more than ever, ensuring their affairs are in order and… Read More

Trainee Paraplanner / Paraplanning Assistant

Trainee Paraplanner / Paraplanning Assistant Location: Olney, Milton Keynes Salary: £22,000 – £30,000, dependent on experience Job Type: Full Time, Permanent About the Company: We are a successful and award winning financial planning firm, based in Olney, Milton Keynes, looking to recruit an enthusiastic, driven, extremely organised… Read More

Scams and staying secure

Although an ever-increasing problem, the threat of financial scams has been particularly high on the news agenda in recent weeks: According to a new report from Canada Life, 5.2 million people had been victims of financial scams or knew a victim since the Coronovirus outbreak started. Research from pension consultants… Read More
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