It’s been a busy few months. Here’s an update on our latest news …
As we move towards the last stage in the government’s roadmap to ease restrictions, we look forward to welcoming the team safely back into the office from 19th July onwards. A hybrid model of working will be available to those members of staff that wish to take advantage of flexible working, with the working week being able to be split between home and office. With the majority of the team now having been double vaccinated, and with ample office space for social distancing, the transition back to the office should be smooth and provide a safe environment for staff and clients alike.
As part of our programme of growing internal talent, we are delighted to announce that Samantha Brannigan and Lewis Marsh will begin a six month training programme to become financial advisers. Both Samantha and Lewis already hold Chartered Financial Planner status with the CII/PFS and are long-standing, valued members of the team. This is an exciting time for them as individuals and for our team as a whole. We will be looking to take on a further financial analyst to join our paraplanning team to facilitate the promotions.
We also launched our new website in July. Designed for optimum appearance on both computer screens and mobile devices, the new website is just another step forward in our ongoing evolution as a firm.