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!
A few years ago, I raised money for Cancer Research thanks to our wonderful clients. I ran the Preseli Beast – which is a marathon foot race across bogs, rocks, fields and streams – taking in climbs that total one and a half times the assent of Snowdon. Something has possessed me to put my
We are delighted to announce the date of our annual Investors Masterclass as the 9th of July 2019. Our clients will know that we love to hold a special session once a year where we share financial planning tips, ideas and updates. We always invite a ‘star fund house speaker’ and this year we have
It is with some pride we can tell all of our clients today that our trainee Financial Planner Emma Jones has received her final exam results today and she passed! Emma has been on a grueling 18 month challenge, taking Six Financial Planning Exams from the Chartered Insurance Institute (CII). This last exam (R06) was
I am writing this as Lisa and I (somewhat wearily!) travel back from the Schroders 2018 Platform Awards. This was the fourth time that we entered this highly contested award that seeks to highlight the very best financial planning firms in the UK. It particularly focuses on the firms use of technology and innovation to
Since making it to ‘Fellow’ a couple of years ago, the exam front has been a bit quiet for Darren as he has been developing the business and helping the future generation get through their own professional qualifications. However, the new ‘Adviser Competency Manual’ or ACT issued by Worthstone and supported by the Cabinet Office,
