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.

How things have changed recently

We’ve been using Zoom for video conference calls for the past few months to carry out any online client meetings but going into lockdown, we moved all meetings online. Now we’re not the most tech savvy bunch but we’ve managed to get our heads around using Zoom, so much so… Read More

Week 1 of Lockdown

There’s no doubt that it’s been a tough month for the markets, and we’ve spoken with many of you about this. It’s worrying, but also great to see such positivity amongst you all that we will come out the other side and things will recover. Indeed, at the time of… Read More