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.

Award success – BS ISO22222

It gives us great pleasure to confirm that Nicola has once more successfully been awarded ISO 22222 Personal Financial Planning. This is an internationally agreed benchmark. It assesses and awards financial planners who can demonstrate that they have the knowledge skills, experience and ethical values to deliver a first-class service… Read More

The return of face-to-face meetings

We’re delighted to announce that from Monday 13th September we will be offering the option for all clients to return to face-to-face meetings. However, we equally appreciate that some of you might want to continue with online meetings. They’ve been highly effective through what has been a very difficult time. Read More

World Book Day: Our favourite books

“Having fun isn’t hard when you’ve got a library card!” – Arthur. It’s one of the best days of the year – World Book Day! As a team containing some avid readers, we couldn’t possibly pass up the chance to talk about our favourite books.  … Read More

Reasons to celebrate

As February starts, we say goodbye to January “lockdown”, and have to consider at least another month of tight measures. We can’t ignore the grim headline that the UK exceeded 100,000 deaths, nor can we forget their families and those who remain seriously ill. However, (as seems to be a… Read More

We’re celebrating!

We’re celebrating! We’re delighted to share that we’ve been awarded ‘Excellence in Client Service’ from International Adviser Best Practice Awards 2020! This time last year we celebrated winning ‘Best Adviser Support Team’, International Adviser Best Practice Awards 2019, so to win again is fantastic. The judges commented that Jane Smith… Read More