Category: Blog
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Economic Review – April 2024
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Speculation in the final run up Mr Hunt’s final Budget
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We are proud to have received a Testimonial For Karen Hagen
National Stress Awareness Day
On National Stress Awareness Day, our team got together to recognise the importance of taking time out to reduce signs of stress. We had breakfast together which was an opportunity to talk, relax and socialise followed by a guided meditation session delivered by Susan from thewellbeingandwellnesscoach.com/
How we have managed Consumer Duty
A few weeks ago Martin was invited to London by Quilter to film a short presentation on how we have managed Consumer Duty and the impact this has had on the company, staff, Financial Advisers and most importantly, our clients. Some of our Senior Management team and advisers then joined over 50 firms within the […]
We believe that Financial Education in schools is of paramount importance
It’s well known that learning gets harder as we get older, and with this in mind, we need to teach important life skills to children at an early age, and that includes money skills.