Gretchen’s June Vlog

Gretchen’s June Vlog

Welcome to Gretchen’s June Vlog!   Here’s a quick rundown of this month:   Exeter Trip: A fantastic start to the month with productive days in Exeter, filled with friendly conversations and cash flow planning. It was great to see some of you in person...
How can a Financial Planner Help You?

How can a Financial Planner Help You?

When significant life milestones take place, it’s good to have the support of a Financial planner. But how do you even find one? What is working with a financial planner like? Can’t you continue to look after the money and finances yourself? It’s never been easier...
Gretchen’s May Vlog

Gretchen’s May Vlog

Welcome to Gretchen’s monthly Vlog! This month Gretchen talks about her recent attendance at the Adviser 3.0 Conference, held in London. Gretchen took to the stage to discuss with other panellists the benefits of a smaller independent financial planning practice...