Updates

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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.

Thomas McGinn

by Jo Lambert • Tuesday, 18th April 2023

We are delighted to welcome Thomas McGinn, who joins us as our trainee financial planner. Thomas has already shown a huge commitment to providing the highest quality advice by obtaining the Chartered Institute of Insurers level four diploma. This means he has successfully passed six demanding exams covering pensions, investments,… Read More

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Keeping you in the loop

Thomas McGinn

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