Category: News

New Intern

Since launching the business in 2010, our goal is to expand and take on interns, to present individuals stepping out into new careers, or changing aspirations, with actual workplace experience. We are very pleased to welcome our new intern Stuart to our team, who will be encouraged to get involved with all that we offer and bring his skills to the front.

New Adviser

It is a pleasure to welcome accomplished Adviser Jenny Williams to join our team. Jenny has mainly worked for IFA firms since 1995 and is a member of the Society of Later Life Advisers.

“Outside of work, I love spending time with my family. I am married with two young children and we enjoy living by the sea in Felixstowe. In the summer months, we spend as much time as we can on the beach and at our beach hut, as well as going on cycle rides. In the cooler months, we often have family trips to the cinema at weekends, and I also enjoy baking when I get the time.”