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.

Office closure – 29th March 2019

In recent communications, we’ve mentioned some of the changes that have already happened in our office, and that there is more to come. To support the updates we are making to our environment, we need to close the office on the 29th March for the day. This is to allow… Read More

New Year’s resolutions

Have you made any new year resolutions? It’s a question that tends to divide people as, for some, it’s the first goal they set of the year and will continue to set (and hopefully achieve) throughout the year. For others, it’s a precursor to failure and so they choose instead… Read More

What have we been up to?

We spent a lot of time last year working on improving our systems and processes, then we looked up one day and realised, the office just wasn’t “Jane Smith” anymore. We rebranded in 2016 and spent a lot of time working on improving the business in 2017 and 2018, but… Read More

Warner Edwards Gin Tour

In October we took a group of clients to the award-winning Warner Edwards Gin Distillery in the village of Harrington. There are only three businesses in the village, all within walking distance of each other – the gin distillery, The Tollemarch Arms (“The Tolly”) – a perfect country pub and… Read More

Reassurance on investments

We’ve spoken with a few of our clients recently who, after a prolonged period of really rather good returns, have noticed either a lack of growth on their investment or even, more worryingly for them, a drop in their investment. The most important thing we can say is please don’t… Read More

October’s Budget

This was an interesting one, in the fact that it was a bit of a non-event. We were all waiting for the big changes that were predicted and actually it all fell a bit flat. The main changes to mention are: From April 2019, you can earn up to £12,500… Read More

Client duty of care

In July the FCA revealed new measures it will take to protect consumers and set out when and how the organisation will take action. Whilst we welcomed the Regulator’s ‘Approach to Consumers’ document, we can’t help but wonder what sort of company wouldn’t put their clients (and employees) at the… Read More
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