Training and developing my team is always something that I have found rewarding. However, there are those nervous moments when you wait for their exam results – asking yourself if you did enough personally to equip them with everything that they needed to gain that qualification they individually invested so much time in. In April,
Many congratulations to Katy who has successfully passed the CISI (Chartered Institute for Securities and Investments) Sustainable and Responsible Investment Professional Assessment. This assessment tested Katy on her knowledge around the regulation of Ethical Investments, the global investment bodies that work to create these regulations, the challenges to humanity and the planet, benchmarking ethical portfolios
We are delighted to share with all our clients that Bethan has today passed her R03 Personal Taxation paper from the CII Chartered Insurance Institute. The R03 Paper tests financial planning knowledge in the areas of income tax, capital gains tax, inheritance tax and the specific and complex taxation surrounding investment markets and products. It
It seems like ‘forever’ since our Masterclass of ’19 when we last met our lovely clients at Avallenau House for a morning of dynamic presentations and bucket loads of nice food! Every year since 2011, we have run our Masterclass annual event which is a bit ‘tongue in cheek’ as it is really anything but
I want to say a massive ‘thank you’ to all of my clients who helped to sponsor me in running the Preseli Beast on Saturday. Between us, we raised £1,880 (at the last count) for the British Red Cross Ukraine Humanitarian Appeal. This year has been a difficult one for my running, as I have
Huge congratulations to Holly who has just passed the CII exam in Long Term Care. This two-hour exam tested her knowledge in later life planning for clients who need to cover care costs. The cost of a residential home is now around £54,000 per year on average in the UK. In many cases, clients are
