News & Events

Featured Event

Van Gogh Alive – The experience

We proudly supported this event in London.

We were able to raise £63,000 spread across three charities.

This much anticipated event was hosted by Gyles Brandreth.

Find Out More

News & Updates

‘Wrangling Waves’ Podcast with Elliot Awin
February 2023
Podcast

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!
November 2022
Awards

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
November 2022
Articles

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
November 2022
Articles

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
November 2022
Articles

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
November 2022
Awards

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’
November 2022
Articles

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
September 2022
Articles

“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 […]

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