Updates

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.

We’re hiring: Trainee Client Services Administrator

by Jane Smith • Wednesday, 6th October 2021 • Office notices
Job Title: Trainee Client Services Administrator Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes. Reports To: Business Manager Salary Range: £19,000 – £23,000 depending on experience Working Hours: 9-5 pm Monday – Friday   About the… Read More

We’re hiring: Client Services Administrator

by Jane Smith • Wednesday, 6th October 2021 • Office notices, Vacancies
Job Title: Client Services Administrator Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes. Reports To: Business Manager Salary Range: £23,000 – £28,000 depending on experience Working Hours: 9-5 pm Monday – Friday   About the role… Read More

Mind the gap in the social care cap

by Jane Smith • Wednesday, 15th September 2021 • Financial Planning
Last week the government announced reforms to social care, increasing National Insurance and Dividend Tax. National Insurance increases will be applied across the United Kingdom, but it’s not yet been confirmed whether the new social care cap is to be adopted in Wales, Scotland, and Northern Ireland. The information below… Read More

The return of face-to-face meetings

by Jane Smith • Thursday, 2nd September 2021 • Office notices, What we've been up to
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
Loading...