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.

Amy Mortimer

Experience and background Amy joined us in November 2020 as a Technical Specialist, primarily supporting Nicola. Amy has worked in the Financial Services industry since 2005 and has achieved the Certificates in Financial Planning and Paraplanning, including a Level 4 Diploma in Financial Planning.   Let’s get to know Amy… Read More