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.

New Year’s resolutions

Have you made any new year resolutions? It’s a question that tends to divide people as, for some, it’s the first goal they set of the year and will continue to set (and hopefully achieve) throughout the year. For others, it’s a precursor to failure and so they choose instead not to set any. Whether its goals in general or simply goals in a specific area of your life, it really does make all the difference, especially when you work with someone to achieve it. We are there to help you set AND achieve your financial goals every step of the way. Your goals shouldn’t stop there though, why not challenge yourself to learn something new this year? Last year we wrote an article on continuing learning and we think it’s just as appropriate now. Have a look, speak to the companies and don’t forget to let us know what your goal is this year!