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.

Coffee morning raises £458.85 for Toby’s Trust

We’re delighted to confirm that thanks to the support of all those who attended our coffee morning on Friday 14th October, and to local businesses who donated some amazing raffle prizes, we raised a total of £458.85 for Toby’s Trust. Thank you everyone!

Toby’s Trust was set up by Toby’s parents to fight the impact of Dravet’s Syndrome, which is a severe, life limiting form of epilepsy that also impacts their son’s development, muscle tone, appetite and ability to talk. Toby has many partial seizures throughout the day and suffers from some that are life threatening. Toby is a very determined little boy and the funds raised will help towards supporting him and his family for whatever needs they have both now and in the future.

And we were delighted when Financial Planning Today kindly featured this amazing charity too. Financial Planner helps young boy with debilitating illness.