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.

Roxanne Hill

Experience and Background Roxanne joined the team in February 2022 as a Client Services Administrator. In previous years, Roxanne has had 3 years of experience within the financial industry and thrives on giving great client service. Before being within the financial industry she worked as a retail manager for six… Read More