Exam Success in the office

Debbie in our office has successfully passed the Chartered Insurance Institute exam on Financial Protection and Hannah also passed the Financial Services, regulation and ethics exam.  These exams both form part of the Diploma in Regulated Financial Planning which both ladies are working towards. Achieving the Diploma qualification allows them to work as an adviser (subject to other regulatory requirements). To achieve…

Investing Ethically finalists – Sustainable Ethical Planner of the Year

We recently entered the 2018 Money Management Financial Planner Awards, the Sustainable Ethical Planner category. The Awards have long recognised the very best of the advice profession. These accolades are truly valued by the industry – and acknowledge the best-performing financial planners. Sustainable Ethical Financial Planning The Awards focus on the work advisers undertake day in, day…

Investing Ethically joins Dementia Friends Initiative

Alzheimer’s Society’s Dementia Friends programme is the biggest ever initiative to change people’s perceptions of dementia. It aims to transform the way the nation thinks, acts and talks about the condition. What is Dementia Dementia is caused by a number of diseases that affect the brain. The most common is Alzheimer’s but diseases also include vascular dementia, dementia with Lewy…