We supported The Benjamin Foundation again this year with Christmas presents for those they support. They are a charity that exists to help people to deal with many of the challenges that life throws at them. Started in Norfolk in 1994, and in 2016 expanded into Suffolk. Their work covers the following areas: Homelessness – Accommodation centres…
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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…
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The Money Management Financial Planner Awards 2018 resulted with a first for Investing Ethically. Lisa Hardman one of our chartered financial planners was recognised as the winner of the Sustainable Ethical Financial Planner Category. These annual awards have long recognised the very best of the advice profession. To be eligible for the award candidates had to submit a…
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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…
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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…
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Our advisers recently attended 2 award ceremonies after we were shortlisted for the Women in Finance Awards – Adviser of The Year 2018 and the Money Marketing Small Adviser of the Year 2018. Lisa Hardman was one of ten shortlisted at the Women in Finance event, and the company was alongside only 5 other companies for…
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This summer our staff day out proved a new challenge for some. A day kayaking along our local River Wensum through Norwich. Luckily it was a beautiful sunny day with minimal wind. With a mixed variety of experience between us from competition rower to complete novice. Pairings matching least with most training we all successfully…
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It’s never easy to think about the possibility that you won’t be able to make your own decisions in the future. Preparing for the eventuality, completing a Power of Attorney early removes worry and stress at what could be a daunting time. What is a Power of Attorney? A power of attorney is a legal document…
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The Women in Finance Awards celebrate individuals and organisations leading change, breaking down barriers. Creating new possibilities for equal representation in the world of finance. Shortlisted Financial Adviser of the Year 2018 We are proud to announce that Lisa at our office has been shortlisted in the prestigious Financial Adviser of the Year category. There were more than 1,000…
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We are excited to announce we have been shortlisted for the 2018 Money Marketing Small Adviser of the Year award. After applying we have attended a further interview and await the results at the award ceremony in June. It was open to firms that have been in existence for at least 12 months and that are able to demonstrate a good…
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