More recruitment news. We’re delighted to welcome James Elliot to the team. James is joining us as a trainee Financial Adviser. He already has a Level 4 Diploma for Financial Advisers and is well on his way to achieving a Level 6 Advanced Diploma having already passed the Pension Transfers and Long-Term Care and Later […]
So, here we go again. As of Thursday 5th November, the country will go into Lockdown again at least until Wednesday 2nd December and perhaps even longer? However, Lockdown #2 will not be quite as strict as first time around. Whilst pubs and restaurants, leisure and non-essential retail will all close in an effort to […]
Hot on the heels of our new trainee paraplanner Mhairi, we’re delighted to announce that we’ve recruited a new member of the team Charlie Doodle, to take responsibility for Health & Safety in the Office. As you can see from the photographs, Charlie waited patiently in reception for his interview, which he passed with flying […]
Great news, our newest team member Mhairi Flynn joined us on Monday 19th October. Mhairi has joined us as a Trainee Paraplanner. She has recently completed a degree in Business & Management at Leeds Beckett University and is now raring to go in her new role. Becoming a fully qualified paraplanner takes time but Mhairi […]
We’ve had workmen in the office over the last two weeks re-modelling the meeting rooms. Previously we had one large meeting room, but we’ve now split that into two separate office/meeting rooms by taking down two of the walls and extending the space by about 5 square metres. We’ve had to move some of the […]
A recent survey by Boring Money has showed some interesting insights into customer attitudes towards advice since lockdown. The research still shows a wide variation in individual client requirements as you’d expect, so how many of these findings apply to you? Some clients reported a preference for a number of short (10 – 15 minute) […]
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