A modern wealth management company. We focus on building lifelong relationships that result from a transparent approach and consistently successful outcomes.
Mike has joined us as a Relationship Manager and will take advantage of our sponsored training and qualification benefits to further his knowledge and career. Mike’s calmness and comedic genius has already had a positive impact on the office.
Izzy has joined us as an experienced administrator. Having searched for months to find the right addition to our team, her bubbly personality and experience means she's fitted in perfectly. We are looking forward to helping her grow into a Relationship Manager role in the future.
It’s beginning to look a lot like it’s time to write your Out Of Office email. Wishing all our members, staff, associates and friends a wonderful Christmas and a happy and healthy new year. Thank you all for 2022 and we look forward to seeing you on the other side.
The tree has just gone up🎄the Spotify playlist is on 🎶 everyone’s discussing what to wear 👞 👠 at our lunch tomorrow and even the plants have got baubles on them – it must be Christmas🎅 Thanks to Tilly Stephenson for decorating the office and getting us in the festive mood 🎁
Our wonderful Practice Manager Amber Blastock has just completed a two-day Mental Health First Aid course @MHFAEngland facilitated by the equally wonderful @Susieshawtoday at Citrine Wellness
Thanks to everyone who joined us at @TheNedLondon to help make our 10th Birthday such a special celebration. We’re looking forward to continuing our journey with you all for the next ten years, and beyond.
We are so pleased to welcome Haydn to our team, knowing that he has both the right experience and personality to fit perfectly into our way of doing things. We are very much looking forward to Haydn helping the business continue to grow #financialplanning
And the award for CISI Level 4 Certificate in Paraplanning and CISI Level 4 Diploma in Investment Advice goes to… drum roll… our Financial Planning Administrator Matt Higgs. Well done Matt, great achievement #wealthplanning#wealthmanagement#paraplanning#investmentadvice
Sunny Jersey was the destination for the International Family Law Conference where we jointly sponsored a drinks evening with friends and colleagues from @Levelfunding@OneHareCourt@29BedfordRow & @CoramFamilyLaw. Contact us to find out more about our Family Law offering.
Congratulations to our very own ‘Iron Man’ Ian Peters APFS for completing the Chicago Marathon in an unbelievable time of 03:04:05. The very neat numbers in your time were nearly on brand Ian, but next time can you aim for 02:04:08 please? #chicagomarathon#eightfourtwo
Been looking for our first Practice Manager for some time and it was obvious we'd found the perfect person upon meeting Amber Blastock. As her role will span finance, operations, and HR she’ll be kept busy but she’s already helping both our business and our people flourish.
Matthew joined us as an experienced administrator to take advantage of our training and sponsored qualification benefits to achieve his Diploma in Regulated Financial Planning. We’re looking forward to helping him grow into a Financial Planning Analyst role #WealthManagement
Our latest team building event ‘proved’ to be a real ‘showstopper’ when we spent the afternoon handling a different kind of dough by taking the Best of British Baking Course. Thanks to our tutor @goodygoodbaker and all the team at @BreadAheadBakery #eightfourtwo