Josh has recently joined our team as an apprentice Trainee Paraplanner.
Josh has already settled into the admin team working alongside Sophie, Hayley, Nisha and Nadia.
Congratulations to Hayley on passing RO5 Financial Protection recently.
Well done Hayley!
Congratulations to our Director Martin Houghton on passing RO5 Financial Protection recently.
Well done Martin!
Please find below a copy of our annual newsletter, which we hope you will find of interest:
Should you have any queries or require more information on any of the articles or any other financial matter, please do not hesitate to contact us on 01772 825755.
It was apparent at the end of Q1 that there had been a major recovery in asset markets after the challenges of the final quarter of 2018.