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.

Jo Lambert

Experience and background Jo joined us in May 2019 as our new Business Assistant to support Nicola and Amy N in ensuring the smooth running of the business at an administrative level. Jo is extremely customer-focused and brings varied administration skills coupled with management, HR and training experience to the… Read More