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.

Office closure – advance notice

The office will be closed on Tuesday 25th June, with the whole team out of the office attending our six monthly off-site strategy day.

This doesn’t sound very exciting, we know, but it is something we do regularly, giving us dedicated time away. Being out of the office, even just for a day, means we can really focus our attention on how we can improve the business for the benefit of our clients.

We’ll only be away for one day. If you should call or email, we will respond to you immediately we’re back in the office on Wednesday 26th June.

We appreciate your understanding and look forward to giving you an update in July!