With the impact of the COVID-19 (Coronavirus,) the last few weeks have seen a sharp market reaction to the spread of the virus. Equity markets and other risk assets have tumbled, while safe haven assets such as government bonds and gold have spiked upwards. While it is natural to be concerned when you see sharp […]
We we’re totally stunned to be named as finalists in the “Best Small Adviser Firm of the Year” category at the annual Sesame Bankhall conference in Telford last week. We knew nothing about the nomination, which was made on our behalf by Lorraine Hill – Head of Client Partnerships at Sesame Bankhall Group, until we […]
Huge congratulations to Josh, who has passed his final financial adviser exam, the Chartered Insurance Institute RO6 Financial Planning Practice paper. This means that Josh now receives his Level 4 Diploma in Regulated Financial Planning. He now gets the letters Dip PFS after his name, to add his current Cert CII (MP) which is his […]
Read More… from Well done – Josh passes financial advice exams
Of course we would alway say yes it is, but don’t just take our word for it. Royal London and The International Longevity Centre UK (ILC) have recently released a new research document entitled What it’s worth – Revisiting the value of financial advice which follows their 2017 report The Value of Financial Advice. The […]
Read More… from Is it worth getting financial advice about your pension
Congratulations to Sophie for passing her Chartered Insurance Institute (CII) examination in Regulation and Ethics. As you can see Sophie’s certificate arrived in the office earlier this week. All financial advisers have to pass this exam in order to progress on to the next stage. Sophie isn’t currently looking to move into an advice role, […]
Read More… from Well done – Sophie passes her regulation and ethics exam
We’ve done it again! For the 7th year running, we’ve received the Top-rated Financial Adviser award from Vouched For. The award is based on the number of positive new client reviews that we have received throughout 2019 on the Vouched For review platform. The award also means that we will feature in The Times newspaper […]
Read More… from We’ve just been named as Vouched For Top Rated Financial Advisers for 2020
Awards and Accreditations
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