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.

A day in the life of ….. Amy

Amy Nechat – Client Services & Marketing Assistant My day starts fairly early, with the alarm going off at 5:30am. Then it’s the usual getting ready, micro-managing an 11 year old to get her out the door with her bag, lunch and sometimes a flute, all whilst trying to keep… Read More

Spotlight on ….. Emma K

Emma K is our Business Manager and takes responsibility for the running of our office. Your role – how did that happen? I joined the company in a completely different capacity and quickly realised the role was not for me. But due to the size of the business my skills… Read More

Spotlight on ….. Nicola

Director and Certified Financial Planner – how did that happen? Like many people in financial services, I rather fell into it. I had no burning desire to become a financial adviser or financial planner but had watched my mother build her own business and saw the impact that her advice… Read More

Spotlight on ….. Jo

Business Assistant – how did that happen? I previously worked for a Garden Centre in Podington and my time there was coming to an end due to redundancy of my current role. I decided to just put some feelers out with friends and family about keeping their eyes open for… Read More