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.

Clare Lehman

Experience and background Clare joined us in January 2018 as our Technical Specialist and quickly became the ‘go-to’ team member for technical questions. Clare has worked in the financial services industry for ten years and has successfully completed the Certificate in Paraplanning and Diploma in Regulated Financial Planning. She now… Read More