Many congratulations to Katy who has today passed the tough CISI professional assessment on ‘Vulnerable Customers’. This is the professional assessment that both Bethan and Darren went through last year. Run by the Chartered Institute for Securities and Investments, this course seeks to concentrate on the legal rights of vulnerable people when they require financial
Right back in 2016, Katy and myself agreed that we needed to get an up to date view of the matters that were most concerning our Pro-Ethical clients. We decided to ask them collectively to prioritize the areas of ‘screening’ that meant the most to them. Initially, we used surveys in the post, but we
In amongst all the current gloom, our little ‘dream team’ keep managing to come up with something to be cheerful about. Beth joined us in 2020 after a career in the NHS. It was quickly apparent to us that her analytical skills and fastidious attention to detail made her a perfect addition to the T&T
Just as the face masks are coming off and ‘normality’ is finally returning after two extremely hard years, we find ourselves lurching into another external crisis. The invasion of Ukraine by Russia understandably puts all of us on edge. We all feel powerless to help and frightened that things will escalate further. The fact is
Darren and Katy travelled up to London for the first time since the pandemic this week; to challenge for the most prestigious award in financial services – Citywire’s New Model Adviser Firm of the Year. The award is open to some 6,000 advice firms around the UK and celebrates the very best in financial planning.
The best way to scare me is to put me on a rollercoaster. Call me a control freak but I spend the whole time wondering if the tracks may have come loose, or whether my safety bar has been properly maintained. The worse part of a rollercoaster for me is the upwards rise, as you