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’s tough out there right now for investors. We know that markets will recover, but you would be forgiven for feeling a trifle negative currently. We are seeing that our client portfolios have currently managed to reduce the full impact of FTSE 100 losses – but is there anything more we can feel positive about?
Darren looks back on 2018 and considers what may come in 2019 for our firm and our clients. Our Team: Katy returned to the team from maternity leave in June and within days it was as if she had never been away! Her knowledge and personality make her a huge asset to our clients. Meanwhile,
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
We thought that all of our clients would love to share in Darren’s news. Yesterday, he traveled to London to speak at the Annual Impact Investment Academy and Awards where he was also awarded ‘Individual Financial Adviser of the year 2018’. This Award was given by a panel of five independent judges who considered many
The New Probate Fees – Just Another Death ‘Tax’? More details are emerging from last weeks’ budget which Darren reported on at the time. Today probate fees caught our eye and we see this as an issue that could affect our client’s estates. What are probation fees? A fee which is paid when administering someone’s
