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‘Wrangling Waves’ Podcast with Elliot Awin
Our debut podcast series is about our client, Elliot Awin, who will be the first Brit to row singlehandedly across the Atlantic ocean with a fitted pacemaker, all to raise […]
We are delighted to announce that we have made the FTAdviser Top 100 Financial Advisers 2022!
As always, it is an honour to be recognised as one of the best advice firms in the country. https://2022top100.ftadviser.com/
Our IFA Targets Need to Start Planning their Exit Years in Advance
Have a read of this FTAdviser article ‘Our IFA Targets Need to Start Planning their Exit Years in Advance’ written by our Managing Director, Tim Whiting ! This article highlights […]
When I Speak with Teenagers, I Assume the Worst
Check out this FTAdviser article ‘When I Speak with Teenagers, I Assume the Worst’ featuring comments from Jessica Ayres on why it’s important to offer financial advice to the children […]
Halloween Horrors: Three Advisers’ Scariest Market Moment
Check out Jessica Ayres ‘scariest ever market moment’ in this Citywire article written by Aidan Banks-Broome, to celebrate spooky season. https://citywire.com/new-model-adviser/news/halloween-horrors-three-advisers-scariest-market-moment/a2401247?section=new-model-adviser&_ga=2.137945648.1467024066.1667296751-653732905.1667296751
Jessica Ayres awarded ‘Highly Commended’ accolade for Retirement Planner of the Year at PA Women in Financial Advice Awards 2022
Congratulations to Jessica Ayres who received the ‘Highly Commended’ accolade for Retirement Planner of the Year at the Professional Adviser ‘Women in Financial Advice Awards’ 2022! https://www.professionaladviser.com/news/4052446/women-financial-advice-awards-2022-winners-revealed?utm_source=twitter&utm_medium=social
‘Lights…Camera…Action! It’s the TJ&P Show, for U.S. expats in the UK’s creative industries’
Check out this American Expat Financial News Journal article ‘Lights…Camera…Action! It’s the TJ&P Show, for U.S. Expats in the UK’s Creative Industries…’ written by Helen Burggraf, featuring comments from Tim […]
Queen Elizabeth II 1926-2022
“I have in sincerity pledged myself to your service, as so many of you are pledged to mine. Throughout all my life and with all my heart I shall strive […]
How Inflation is Impacting School Fee Planning
‘How Inflation is Impacting School Fee Planning’ by Jessica Ayres for Wealthnet. 01/09/2022 https://www.paminsight.com/twn/article/how-inflation-is-impacting-school-fee-planning
‘Can I continue to generate 10 per cent a year?’ Investor’s Chronicle
‘Can I continue to generate 10 per cent a year?’ Investor’s Chronicle article featuring Christophe Beaupain. May 13th, 2022 (Paywall) https://www.investorschronicle.co.uk/ideas/2022/05/13/can-i-continue-to-generate-10-per-cent-a-year/