While no one can accurately predict the long-term implications of the UK’s decision to leave the EU on markets and asset classes, it seems clear that much uncertainty lies ahead and that the referendum result is only the beginning of what is likely to be a protracted withdrawal process. The timeline for exit will be…
Chartered Financial Planner Marc Sullivan and Executive Assistant Gemma Cooper are taking part in sporting events for charity during 2016 in aid of The Openwork Foundation, supporting disadvantaged children. You can read more about it at The Openwork Foundation. In August, Gemma is challenging herself to complete Tough Mudder which is a 10-12 mile mud and obstacle…
Download Budget Bulletin March 2016
Hannah has passed her first Chartered level examination and aims to complete the qualification by 2018.
Hannah and Rachael have successfully completed the British London 10K, raising over £700 for the Royal Hospital for Neuro-disability.
After four years we say goodbye to Mat Bonney and wish him well for the future. We are delighted to welcome Marc Sullivan to the team. Marc completed our Graduate Trainee Programme between 2009-2011. Marc has attained the Advanced Diploma in Financial Planning, achieving Chartered status, and is a Fellow of the Personal Finance Society,…
As of 1st June NS&I increased the maximum amounts you can save in premium bonds to £50,000 from £40,000.
Jane has passed her RO2 Investment and Risk exam and now just has the final module to complete for her Diploma.
We are delighted to announce that Sonia has been made a Fellow of the Personal Finance Society, this is the highest qualification awarded by the Chartered Insurance Institute. We have had more exam success in April with Jane passing her pension exam.
Download Budget Bulletin March 2015