Author: Christina Clegg

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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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