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.
2019 has started with significantly more resistance than 2018, as markets continue to rebound from their rocky fourth quarter. But while some risk appetite appears to have returned to the investment landscape, this uplift is extremely nascent, and a number of challenges still remain.
Our Christmas opening hours are as follows:
Friday 21st December 2018: 8.00am – 14.30pm
Monday 24th December 2018: Closed
Tuesday 25th December 2018: Closed
Wednesday 26th December 2018: Closed
Thursday 27th December 2018: Closed
Friday 28th December 2018: Closed
Monday 31st December 2018: Closed
Tuesday 1st January 2019: Closed
Wednesday 2nd January 2019: 8.00am – 17:00pm (Normal office hours)
We would like to wish our clients a Merry Christmas and a Happy New Year.
Thank you for your continued support.