This week has been a busy and exciting one!
We welcomed other businesses and the Mayor, Councillor Pam Davies to our office opening celebration. It was a great success.
Rebecca attended the Paraplanner National Powwow event and hosted a discussion about social impact and ethical investing and also had her interview for CISI Paraplanner of the year!
Magenta hit the heady heights of Hong Kong! Julie & Gretchen’s story about a client facing sudden redundancy was featured in Advisers Today, published in English & Chinese!