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.

Amy Nechat

Experience and background Amy joined us in May 2016 with a wealth of client experience, and has since achieved CIM Level 3 Foundation Certificate in Marketing (Digital Essentials) (VRQ) With Distinction. Amy is the main point of contact for our clients, but also looks after the very busy administration side… Read More