I returned to London last night to attend the annual glitzy Schroders UK Platform Awards, presented by TV Host and Journalist Kate Silverton. Perhaps one of the hardest fought categories within the awards every year is the UK’s ‘Leading Adviser Practise’ which celebrates firms with 10 advisers or less from all around the UK. The
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
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 –
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
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
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
