In case you missed the news, the Government finally confirmed last week that the age at which pensions can be accessed will increase from 55 to 57, from 2028. That will catch anyone who is currently under 47, depending on your birthday of course. The current rules came in under pension freedoms back in 2014 […]
Since we’ve been back after lockdown, we’ve been asking our clients if they’d mind adding a review onto Facebook or Google and their response has ben amazing. In the last two months we’ve had over 25 new reviews, here are the latest to come in………………. I first contacted Christina a number of years ago to […]
That’s certainly what we think anyway. We’ve been looking at our figures for this year and an amazing 45% of all our enquiries have come from recommendations – which has made us busier than ever before! Incredibly, in the last six weeks we’ve had three new customers reviews on Google, seven new reviews through Facebook […]
Read More… from There’s nothing better than a good recommendation
We are sad to announce that our long serving trainee financial adviser Josh Brooks has left us today. We are sad to see Josh leave the company having been with us since October 2014. Over the last 5 ½ years Josh had seen us grow from just him and Christina, to eight staff and the […]
Things are increasingly starting to return to “normal”. This week we have a number of clients who have opted to come into the Office for a face to face meeting. A lot has been made over lockdown of a “new normal” – which in our business means the use of video platforms to conduct reviews […]
Research outfit Boring Money (FT Adviser 14/5/20) have conducted some research into the performance of Financial Advisors in terms of the service satisfaction that they provide to their clients – especially during this lockdown period. The research looked at responses from almost 8,000 people across a number of surveys. Of the “advised” clients, just over […]
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