by Gretchen Betts | Nov 24, 2023 | Vlog
Gretchen’s VLOG this month celebrates team successes including: ✨ Gretchen was awarded Best Financial Advisor in Wales for the second year in a row from the Women in Financial Advice Awards. ✨ Aled achieved his diploma in Financial Advice after months of intense...
by Gretchen Betts | Nov 15, 2023 | Christmas, Financial Planning, Wellbeing
The festive season is a time of joy, togetherness, and celebration. It’s also a time when our wallets can take a hit due to the expenses that come with gift-giving, decorating, and hosting gatherings. However, with some careful planning and smart choices, you...
by Gretchen Betts | Nov 9, 2023 | Guest Blogs, Technical
In October Allyson sat down with Myles Peart, CEO of Netsec Limited to discuss cyber risk and what individuals and businesses can do to protect themselves in the online world. They discussed areas such as terminology and what it means, and what someone should do if...
by Gretchen Betts | Nov 2, 2023 | Retirement
So, you’ve decided when you’re going to retire, and you know what you’re going to do in the days leading up to your final day in work. You might even have some long-term goals that you know you want to achieve during the years of retirement you have ahead of you. But...
by Gretchen Betts | Oct 26, 2023 | Pension, Vlog
Gretchen’s VLOG this month focuses on the State Pension, a top topic this year in the press. Specifically covering the following areas: Triple Lock Change to State Pension Top-Ups Women – Under-Paid State Pension entitlement As with many financial topics, State...
