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.


Poppy joined the team as a puppy in July 2013. She is a black Labrador and her responsibilities include monitoring the biscuits and being fussed by all members of staff. She has no plans to study for financial qualifications and is not authorised to provide advice. Read More