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.

Christmas opening hours

Christmas is just around the corner! As it’s a season of family time and togetherness, we will be closing for a short and well-deserved break. Our office will close at 12pm on Tuesday 24th December 2019 and will reopen at 8am on Thursday 2nd January 2020. We truly appreciate your… Read More

Adviser vs Planner

Have you ever wondered about the difference between a Financial Adviser and a Financial Planner? 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… Read More

Spotlight on ….. Emma K

Emma K is our Business Manager and takes responsibility for the running of our office. Your role – how did that happen? I joined the company in a completely different capacity and quickly realised the role was not for me. But due to the size of the business my skills… Read More

Adviser vs Planner

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 at firm… Read More
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