by David Atherton | Apr 26, 2024 | Awards
Financial Planning Firm of the Year 2024 – Northern England. We’re delighted to announce that we’ve been successful in the Retirement Planning Awards. We have been named Financial Planning Firm of the Year 2024 – Northern England. It has been a long journey from...
by David Atherton | Apr 21, 2024 | Recruitment
Onwards and upwards! After a successful 2023 and continued growth in the 1st Quarter, we have strengthened our team to reflect the increase in business and in preparation for imminent adviser recruitment. We are delighted to announce that Lindsay Weir has joined our...
by David Atherton | Mar 28, 2024 | Charity
Fearless Fundraiser Swims with Sharks for Local Cancer Research We supported a number of charities last year, not least through our Thirsty Thursday networking event in Lancaster where we invite a local charity to come in and showcase the work that they do with a...
by David Atherton | Feb 8, 2024 | Awards, sponsorship
Our environmental accomplishment As independent financial advisers we offer our clients access to a range of ESG products, so we felt it was only right that we also played our part. One small step on that journey is to participate in a recycling programme. We’ve...
by David Atherton | Jan 17, 2024 | Insurance, Investment, Tax
How might the January Transfer Window affect your finances — Player Guide Sports Financial Adviser Curtis Anderson gives his take on how transfer dealings at this time of year can impact your personal financial circumstances. The January window can create both...
