What impact will Boris Johnson have on your money? 6th September 2019Reading Time: 2 minutesThe new prime minister has said he has some ideas up his sleeve which will ‘dramatically affect tax, investments and housing’. Of course, these could come to nothing. But if…
Honours for Paraplanner Dani Nicholls 8th July 2019Reading Time: < 1 minuteOur Paraplanning Manager, Dani Nicholls, has been celebrating after being recognised as one of the UK’s best paraplanners in the 2019 Money Marketing Awards. Dani was awarded Highly Commended and…
Pension Transfer Gold Standard Reading 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…
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…
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