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.

Cupcake Day thank you

A big thank you to everyone who baked, ate, bought and supported our Cupcake Day in June in aid of Alzheimer’s Society. It was a great morning and was fantastic to see so many people at our offices. A big thank you must also go to our stall holders who were simply brilliant – Alice Millin Design, Wax and Melt, Family Frames Forever and Jeweleeze.

To date we have raised £610.40, which is a very worthy effort. But remember, you can still donate via our Just Giving page or direct to the charity, as it’s a cause that will always need  support.