Hannah has reached the final stages of the ‘Paraplanner of the Year 2018’ Personal Finance Society (PFS) awards. Hannah was shortlisted based on the service she provides to clients and her qualification achievements. The shortlisted Paraplanner’s completed a written case study which was independently judged and following this, Hannah is one of just three finalists.
Sonia Wheeler talks technology and tips for young female advisers
‘The Modern Adviser’ interviews MD Sonia Wheeler about women in Financial Services https://medium.com/the-modern-adviser/women-in-financial-advice-series-sonia-wheeler-talks-technology-and-tips-for-young-female-advisers-1514a2729630
The inaugural Women in Financial Advice 2018 awards
We are delighted that Sonia won the South East category of ‘Financial Adviser of the Year’ and was highly commended for the overall ‘Financial Adviser of the Year’ category at the Women in Financial Advice Awards on 10th October 2018. There were over 800 nominees and we feel honoured to be part of celebrating and…
How could a ‘no deal’ Brexit affect your Omnis portfolio?
There has been plenty of speculation lately about the impact of a ‘no deal’ Brexit on the UK economy. Just last week, Bank of England Governor Mark Carney warned ministers that house prices might fall, and the government published another round of planning papers outlining what companies and individuals need to do if the UK…
Financial advice for clients’ in later life
Chartered Financial Planner, Marc Sullivan, is an Associate Member of the Society of Later Life Advisers (SOLLA). SOLLA helps individuals and their families finding trusted accredited financial advisers who understand financial needs in later life. Marc has over 10 years’ experience in Financial Services and provides full financial planning advice.
‘Paraplanner of the Year 2018’ shortlist
We are proud to confirm that Hannah has been shortlisted for ‘Paraplanner of the Year 2018’ by the Personal Finance Society (PFS). This is a huge achievement given the thousands of Paraplanners in the UK.
Financial Planning in divorce, dissolution and separation
If you are going through a divorce, or someone you care about is going through divorce, our information sheet explains about how we can help you. Information sheet: Financial Planning in divorce, dissolution and separation
Women in Financial Advice awards 2018
We are honoured that Sonia has been shortlisted as ‘Role Model of the Year’ in the Women in Financial Advice Awards 2018 as well as ‘Mentor of the Year’ and ‘Financial Adviser of the Year’ which is split by regions. You can view the list of finalists at Women in Financial Advice 2018 finalists. We will know the results…
Managing Director, Sonia Wheeler, discusses the assessment of attitude to investment risk with Hope William-Smith at Money Marketing
Awards and Accolades
Managing Director, Sonia Wheeler, and Chartered Client Manager, Hannah Turley, have been nominated for the Women in Financial Advice Awards 2018 which is compiled by Professional Adviser. The results are due in October and they are amongst 400 inspirational women in Financial Advice Women in Financial Advice awards 2018 Sonia has also recently been awarded ‘Wealth…
