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.

Nicola in the press

If you’re a reader of The Times, you may have seen a familiar face pop up once or twice recently. Nicola was included in VouchedFor’s Top Rated Financial Adviser Guide in The Times, and again in an article about why women might seek out a female adviser in The Sunday Times.

A huge thank you to all our clients who have left us a VouchedFor review over the years – it’s your testimony that gets us featured in prominent places such as this, so it really is highly appreciated.