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 for Toby’s Trust

We are delighted to announce that our annual coffee morning will take place on Friday 17th November 2017 from 9am at our offices. Once again we will have arts and crafts stalls for you to peruse and potentially buy some early Christmas presents, raffle tickets to purchase for some great prizes and cakes for you to buy and/or eat in our offices or at home. All monies raised will go to an amazing charity – Toby’s Trust.

Toby’s Trust was set up by Toby’s parents to fight the impact of Dravet’s Syndrome, following his diagnosis at six months old. Dravet’s Syndrome is a severe, life limiting form of epilepsy that impacts Toby’s development, muscle tone, appetite and ability to talk. He has hundreds of partial seizures throughout the day and suffers from tonic seizures, multiple times a week, 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.

Please do come along and support us and if you are able to donate cakes or prizes, please get in touch.