T&T News

Welcome to our new team member Sophie!

Welcome Sophie! We are delighted to announce that we have been joined by our new Trainee Financial Planner – Sophie. Katy, Lisa and I have been searching high and low for the past few months. Trying every job advertising site we could as well as Universities and Colleges. In the end, we found Sophie when

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The Class of ’19

Yesterday we held our 7th Annual Client Investors Masterclass at our Avallenau House Offices. I arrived early at 7.30 am to open up, all the preparation now complete, just a waiting game to welcome speakers, helpers and clients alike.  In truth I’d been awake several hours earlier – these events always make me nervous –

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Our 19/20 Annual Client Satisfaction Questionnaire – The Findings!

This year was the second time that we used a ‘Survey Monkey’ online questionnaire and once again it worked really well for both ourselves and our clients. The response rate was absolutely fantastic with 75 out of 96 questionnaires being returned within the three-week window – that’s a response rate of around 78% and it

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Join us for the Class of ’19!

On July the 9th this year, we shall be hosting our annual ‘Investors Masterclass’ at our Avallenau House Offices. The event is now in its 6th year and has always gone down a storm with our clients. So much so that we are filling up earlier every year! The event runs from 10.00 am to

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Taming the Beast

On Saturday morning I awoke early with mixed feelings of nervousness and excitement.  This was the day of the ‘Preseli Beast’ Marathon and I had over £2,200 of Sponsorship to go and run for. The usual mind games ensued, twinges from tendons and the uncertainty as to how many layers to wear, what to eat

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Just one week to go until The Beast!

On Saturday the 11th of May, I shall attempt to run, crawl and leap my way around the ‘Preseli Beast’ Mountain Marathon in aid of local Charity – PATCH. The training is all done now. The superman costume is hung up in the wardrobe and I am just trying to fight off a horrible cold!

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