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.

How do we protect ourselves against hackers?

Last week we received an email from one of our clients, but eagle-eyed Amy had an inkling that it didn’t sound quite like her. On calling to check, the client confirmed that her email had indeed been hacked and that neither she nor her email provider could access her emails. Read More

The value of planning

I recently read a very lengthy report regarding fair fees in financial planning, comparing the pros and cons of various charging structures. When looking at the various options; hourly fees, fixed fees, percentage-based fees, it’s clear that each has its benefits and pitfalls and where on the scale that fits… Read More