Updates

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.

We’ve got lots of news to share!

by Amy Nechat • Friday, 13th November 2020 • Blog posts, COVID-19 updates, Financial Planning, Office notices, What we've been up to

Business as usual We had hoped not to be writing to you from another Lockdown situation, but here we are again. Whilst we understand it’s hard for many, we are fortunate to be well set up working from home. We had started to return to the office and managed… Read More

The UK is in a recession, but remember, you’re in it for the long term!

by Amy Nechat • Friday, 14th August 2020 • Blog posts, COVID-19 updates, Financial Planning

You will no doubt have seen and heard the news that Britain has entered the deepest recession since records began as figures were released for the three months to June. Going forward, unemployment levels are expected to increase and there are concerns about a “second wave” of infection and further… Read More

Day in the life of Clare Lehman, our Technical Specialist

by Amy Nechat • Friday, 24th July 2020 • Blog posts, COVID-19 updates, Spotlight on staff

My day starts off fairly quietly with the alarm going off at a reasonable time of 7.00am. Then it’s shower and dressed before heading downstairs. My husband works in Northampton and leaves for work much earlier than I do, so I tend to have breakfast alone before I head off… Read More

Financial Planning: Taking control in uncertain times

by Amy Nechat • Monday, 1st June 2020 • Blog posts, COVID-19 updates, Financial Planning

A recent client experience got me thinking about how we might be able to help you, your friends, family and colleagues in these uncertain times. Earlier this year we took on a couple as new clients. They wanted to retire in Spring 2021, a year away, but were concerned as… Read More

Mental Health Awareness Week – be kind to others and yourself

by Amy Nechat • Monday, 1st June 2020 • Blog posts, COVID-19 updates

This week is Mental Health Awareness Week. We’ve covered elements of well-being over the past few weeks and when the world is upside down, I think now more than ever is the time to focus on our well-being. It’s strange times. For many, they’re enjoying a slower pace of life. Read More

Day in the life of Hannah

by Amy Nechat • Thursday, 30th April 2020 • Blog posts, COVID-19 updates, Spotlight on staff

Hannah is our Technical Assistant and her ‘Day in the life of’ certainly looks different now! Pre lockdown My alarm usually goes off around 6:40am, but I have at least ten minutes snooze before jumping in the shower. I then usually jump back into bed for five minutes to warm… Read More

Sharing good news

by Amy Nechat • Thursday, 30th April 2020 • Blog posts, COVID-19 updates

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

How things have changed recently

by Amy Nechat • Thursday, 30th April 2020 • Blog posts, COVID-19 updates

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

Building trust and investing for the long term

by Amy Nechat • Thursday, 30th April 2020 • Blog posts, COVID-19 updates

In times like this, firms like ours do one of two things. We can say nothing and hope for the best. Or we can communicate with our clients, give them the latest information and reassure them, whatever happens, we’re still here to answer questions. We have decided on the second… Read More

Captain Tom Moore and Five Ways to Wellbeing

by Amy Nechat • Wednesday, 22nd April 2020 • Blog posts, COVID-19 updates

Well, who could have missed it last week; Captain Tom Moore walking 100 laps of his garden. As incredible as he is, I’m sure that even the remarkable Captain Tom could not have expected how far this would go. After all his initial target was only £1,000, and as I… Read More

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Keeping you in the loop

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