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A guide to using Zoom

We may be carrying out video calls with you using a video conferencing tool called Zoom. This is secure and easy to use – this short video explains how you can use it.

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Copy here introducing the client stories section and examples of testimonials

Are industry awards worth it?

We’re delighted to have been shortlisted for two awards. In the 2021 Money Marketing Awards, we’ve found ourselves in the Next Generation Advice Firm of the Year category. Meanwhile, Emma was shortlisted for Professional Adviser Paraplanner of the Year. 
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The power of joint financial planning as a couple

When it comes to our finances, the most successful couples work together. It’s about playing to our strengths without dismissing our weaknesses completely. 
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How to solve Solomon's Paradox

Solomon's Paradox refers to a psychological phenomenon where individuals demonstrate greater insight and reasoning in solving others' problems than their own. If we accept we're better at delivering advice to others than we are to ourselves - how can we improve our decision-making?
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