News and Blog

18th March 2013

Leah Thorne Joins the Team

We are delighted to welcome Leah Thorne as part of the team to lead our client services. Leah has extensive experience of client liaison and delivering high quality administration.

15th March 2013

Matthew Clark is Working with Compass Resolution

We are delighted that Matthew Clark is working with family mediation company, Compass Resolution.

15th March 2013

Matthew Clark Joins South West Mediation Team

We are delighted to work with South West Mediation to be able to apply our financial and pension planning expertise within a collaborative framework, so clients can get the information they need and consider the financial implications of different possible solutions.
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5th March 2013

Our Investment Commentary for Q1 2013 (1 January – 31 March 2013)

Markets have enjoyed a very good start to 2013 overall with strong returns in almost all global equity markets during the first three months of the year, albeit with continuing high levels of volatility.

1st March 2013

Jenny Ives Joins the Team

We are delighted to welcome Jenny Ives on board as a Chartered Financial Planner. Jenny brings to the company a wealth of experience and will be leading our advice with regard to Women in Business.

1st February 2013

New Offices at Exeter Golf and Country Club

We are excited to open our doors to new clients from our offices at The Greenkeepers Cottage at Exeter Golf and Country Club in Exeter.

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