Pension Transfer Gold Standard 8th July 2019Reading Time: < 1 minuteWe are absolutely delighted that we have been acknowledged by the Personal Finance Society (PFS) with the Pension Transfer Gold Standard. It’s a badge that we wear with pride and…
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2019 Money Marketing Awards – Best Paraplanner Finalist 29th March 2019Reading Time: < 1 minuteWe are super proud of our Paraplanning Manager, Dani Nicholls, who is a shortlisted for Best Paraplanner at this year’s Money Marketing Awards. Dani started her career in financial services…
Won the Lottery? What happens next… 21st March 2019Reading Time: 4 minutesMost of us will never experience winning the lottery, but if you are lucky enough to see your ticket hit the jackpot, what do you do next? Even if you…
Goal setting – achieving what you want from life 15th March 2019Reading Time: 3 minutesThere’s a lot of talk these days around ‘goal setting’, but what does this really mean from a personal perspective? Setting achievable goals doesn’t just apply to business – having…