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.

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25th Anniversary Event

What a time we had! We really feel honoured that so many of you were able to join us for our 25th anniversary event at Saxby Cider in Farndish. The weather let us down, but it certainly didn’t dampen spirits! Phil and Amanda Saxby proved excellent hosts, the drinks were flowing and the hog roast was delicious – we hope you had some of the crackling! The musician had the added benefit of a couple of unplanned back-up singers which was fantastic – you know who you are ???? We were so pleased to be able to host this event at the place that used to be the home of Jane Smith Financial Planning, it seemed rather serendipitous. We all had a fabulous time and it was the perfect way to celebrate the amazing achievement of reaching 25 years in business.

We can’t ignore the fact that we wouldn’t be here without the courage of Nicola’s mum, Jane Smith herself, taking the chance to go out on her own and set up the business in the first place. To then hand the reins over to Nicola and for it to continue to grow into the successful business it is today, is a huge achievement and one they are understandably both proud of.

We hope you all had a wonderful time and we really appreciate all the comments of support and thank you messages. Here’s to the next 25 years!!