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.


VouchedFor is an online directory, listing financial planners and advisers in your local area. To provide a true reflection of the service they offer, firms are rated by their clients. A while ago we asked you to complete reviews and since then we have asked you to update these reviews… Read More

Can I still make a Will despite Lockdown?

Guest Blog – Matt Parr from Shakespeare Martineau Making a Will is important and so solicitors who prepare Wills have been classified as key workers to enable us to continue offering our services to clients who need them. Now more than ever, ensuring their affairs are in order and… Read More

Trainee Paraplanner / Paraplanning Assistant

Trainee Paraplanner / Paraplanning Assistant Location: Olney, Milton Keynes Salary: £22,000 – £30,000, dependent on experience Job Type: Full Time, Permanent About the Company: We are a successful and award winning financial planning firm, based in Olney, Milton Keynes, looking to recruit an enthusiastic, driven, extremely organised… Read More

Scams and staying secure

Although an ever-increasing problem, the threat of financial scams has been particularly high on the news agenda in recent weeks: According to a new report from Canada Life, 5.2 million people had been victims of financial scams or knew a victim since the Coronovirus outbreak started. Research from pension consultants… Read More

Sharing good news

The world as we know it has changed dramatically for the foreseeable future, and this can be scary and daunting. We have to focus on the positives and pay attention to the little things, as these are what help us to pull each other through these testing times. The first… Read More