We are very pleased to share that we have been shortlisted for the ‘David Norton Building Excellence’ Award for 2018. It’s a national award from the Chartered Institute of Securities and Investments. It recognises financial planning firms that are building excellence as the standard. And that’s what we aim to do.
It’s a coveted award in the financial planning advice profession. And a great achievement to have made it to this stage.
Yesterday our Directors, Gemma Murden and Rebecca Aldridge, attended the judges panel interview. And now…. we wait!
Please get in touch to ask us more about it all! Or if you’d like to find out what our financial planning can do for you, please just get in touch for a chat.