Updates

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

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
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