UK consumers nationwide are being offered free personal financial planning sessions by CISI CERTIFIED FINANCIAL PLANNERTM professionals, with the aim of giving everyone a helping hand to achieving financial wellbeing, resilience and life goal planning. We are delighted to be supporting Financial Planning Week and will be holding free, one-hour consultations which can be booked […]
Are you… A fantastic communicator focused on helping people? Looking for a role in a forward thinking and growing business? Experienced in helping and supporting customers, clients and/or colleagues? …and do you? Share our values of fairness, fun and consistent focus on improvement? Want to work in a friendly supportive but challenging environment? Want a […]
As I’ve mentioned before everything we do as a business has a few key drivers. Now you might assume that the one and only driver was financial…but you would be wrong. You see the main driver for me is deeper than that. It’s fatherhood. For me being a dad means being a role model. Being […]
Our experience over the past few years when it comes to building the fantastic team we have today is clear:- Bringing the right people into your business take time. The reality is that whilst the perception of recruitment, especially in a profession which is so reliant on trust like ours, is that it taking an […]
Over the past few years we’ve been a pretty lucky business. We’ve had some great clients. We’ve had some fantastic professional partners. But most of all… We’ve been blessed to have some fantastic people continue to work within our business. As individuals we’re lucky to have individuals with diverse skill sets, a wide range of […]
The reality is that if you’re a financial planner or adviser looking for the right home for your skills and talents you’ve got a wide range of options. You’ve got the huge organisations where there are potentially thousands of advisors and you all form one part of one giant brand. The good news about these […]
Whilst we find ourselves talking quite a lot about recruitment at the moment our recruitment plans are still relatively modest. We’ve got one additional awesome adviser who will be joining us at the start of next year and we’re looking for one new adviser to start as a member of our team either later this […]
One of the constants in my life is trying to improve both personally, professionally and within all parts my business) is slow, constant gradual improvement. My belief is that if I continuously improve as an individual, as a financial planner and as a business owner everyone wins. However the reality is that for as long […]
The reality is that whilst business often start with an idea and an individual or two. However as businesses expand and grow it’s always a challenge to make sure it’s growing in the right way. However I often find myself wondering the answer to the following question… “How do you make sure you’re growing a business […]