News

Job Position: Client Services Administrator

Position Vacant - Client Service Administrator

Do you know anyone? We are looking for an empowered Organised Administrator to provide comprehensive support to our Directors and Financial Advisers based out of our comfortable Windsor offices. Working within a small, friendly team of Specialist Chartered Financial Planners we aim to provide an excellent service to our Financial Planning clients.

News

Charity Fundraising - We're halfway there!

We're halfway to hitting our £25,000 target!

Blog

Where is my pension invested?

Rowan talks about how your workplace pension is invested...

Blog

Rowan talks about how personal finances work...

Rowan starts a series of blogs about personal finances - starting with pensions...

News

Help raise funds for a new Variety Sunshine Coach

Charity Fundraising

We would like to raise funds for a Variety Sunshine Coach. If you would like to help us by making a donation, please read on...

Blog

Have you, as a self-employed person, had to shut up shop?

Self Employed Income Support Scheme - SEISS

If you are Self Employed, one of our Financial Planners, Rowan Higgs, thought you may find it useful to have a quick summary of how the SEISS works and who is entitled to it. Read on if you would like to know what he says...

Event

20 for 2020 Gala Anniversary Dinner

To celebrate our milestone 20th anniversary of trading and demonstrate our commitment to supporting the local community as they support us, we are delighted to announce our new partnership with national charity, Variety Golf UK.