Mandy’s Bucket List

Mandy’s Bucket List

Over the past few weeks we have been posting about bucket lists and featuring the team’s lists! Next up, here’s Mandy’s bucket list: To have a summerhouse in the garden. To get my Emerald blood donation badge (75 units, I have already done over 50 so...
Angela and John – a client story

Angela and John – a client story

Angela and John became clients of Julie’s nearly 20 years ago. John had just retired and they had a lump sum they wanted to invest. John had been used to dabbling with his own share portfolio with some mediocre success, but as they now wanted to travel and enjoy...