This is just a quick newsflash to let all of our clients know that we won last night! Darren and Emma travelled up to London for the ‘New Model Adviser Firm of the year 2018’ awards and conference. These awards recognise financial planning firms from its membership of some 6,000 financial advisers. The criteria for
2017 has certainly been a hectic year for our dynamic little team…… In January we successfully launched our brand new ‘Pro-ethical’ proposition which has been a roaring success for our clients now holding over £8 million in client funds. In February we received a ‘Highly Commended’ award from the Professional Adviser publication. Throughout the spring
Many congratulations to our trainee financial planner Emma who has successfully passed her R05 Financial Protection Examination from the Chartered Insurance Institute (CII) today. In October, Emma passed the first of the core six diploma qualifications, we really didn’t expect another pass before the end of 2017 – but then Emma is on a mission!
Many of our clients wanted to be swiftly informed when Katy’s new addition arrived! We want to pass on our heartfelt congratulations to Katy and Danny as they celebrate the arrival of their beautiful baby daughter – Rae. Born late on Saturday night, baby Rae is a healthy 7lbs 2 oz. Mum and baby are
On a rather grey Friday morning, we thought it would be nice to share with all of our much treasured clients that Thomas and Thomas was awarded a ‘Highly Commended’ from the judges of the 2017 Schroder UK Platform Awards. We entered the category for ‘Leading UK Advice Practise’ up against firms all around the
It is with great pleasure we can share the news with all of our clients that our latest team addition – Emma Jones – has successfully passed her RO2 Investment Principles and Risk Paper. The two hour exam took place today in Gloucester. The paper tested Emma’s knowledge in Markets, Asset Classes, Investment Types, Investment
