New Model Adviser® Top 100 List 2017
For the third year running, we are very pleased to announce that we are on the New Model Adviser® Top 100 list for 2017. The list highlights the best independent, fee-based wealth management firms in the UK. For firms to be listed alongside the best, they need to show commitment… Read More
Paraplanner Prepares for Adventure
Sad news. Nick Robinson who has been our Paraplanner for the last two years is leaving us. At the end of November, he will jet off on a one-way ticket to Thailand. During his exciting 9 month trip, Nick plans to visit Laos, Vietnam, India, Central America and South America,… Read More
We’ve done it – 1000 miles in 10 weeks!
On Monday 18th September the team commenced a challenge to clock up 1000 miles in 10 weeks. The challenge ended on Sunday 26th November and we are very happy to report that we successfully completed the full 1000 miles. In addition, we also raised a whopping £500 (and hit our… Read More
Charity coffee morning sets new record!
We’re delighted to confirm that thanks to the support of all those who attended our annual coffee morning on Friday 17th November, and to local businesses who donated some amazing raffle prizes, we raised a total of £533.30 for Toby’s Trust, which is more than last year. Thank you… Read More
Autumn Budget 2017- what it means for you!
Last Wednesday (22nd November) marked the first Autumn Budget by Chancellor of the Exchequer Philip Hammond. The Budget used to be in the Spring, (with Autumn Statements in November), but Mr Hammond announced last year he would instead deliver the Budget in the Autumn, giving MPs longer to scrutinise the… Read More
Flyer for Coffee morning on Friday 17 November 2017
2017 coffee morning flyer… Read More
Being well-informed and practising caution is good for your personal finances!
2017 is turning out to be a far more difficult and challenging year than was predicted in January. Whilst the Government continues with its Brexit plans, Britain unexpectedly posted its first budget surplus for any July since 2002 of £184 million pounds. This is compared with last year’s £308 million… Read More
Making sure financial plans stay on track
We review or check most things on an annual basis, our cars, teeth, insurances, memberships etc. Every year we meet with our clients to check that their financial plans are keeping up with changes in the financial and economic environment, as well as their changing needs and those of their… Read More
General Data Protection Regulation (GDPR) Update
General Data Protection Regulation, or GDPR, which comes into practice on 25th May 2018, will change how personal data can be used and will overhaul how we: Obtain your consent to hold your data and maintain its accuracy Process and handle your data Can be fined for data breaches or… Read More
Coffee morning for Toby’s Trust
We are delighted to announce that our annual coffee morning will take place on Friday 17th November 2017 from 9am at our offices. Once again we will have arts and crafts stalls for you to peruse and potentially buy some early Christmas presents, raffle tickets to purchase for some great… Read More