by Gretchen Betts | Dec 11, 2018 | Guest Blogs
This week, we wanted to share a few photos from our Christmas party on 29th November at the Radisson Blu Cardiff. It was a fun-filled, happy and sparkly affair! Thank you again to everybody who joined us – we hope that you had a lovely time! Sending our best...
by Gretchen Betts | Dec 4, 2018 | Guest Blogs, Lifestyle
Guest Blog by Mandy Whitburn I love the West Wales countryside and beaches and had always dreamed of living there one day. So, when the opportunity to move West came about 3 ½ years ago, some decisions had to be made. I work at the Magenta office in Bridgend, so...
by Gretchen Betts | Nov 28, 2018 | Guest Blogs
December is upon us! If we had a pound for every time we uttered the words ‘I can’t believe another year has passed already’ we’d be well on our way to the Seychelles by now- no doubt with many of you in tow! Whilst 2018 has certainly whizzed by, it has been a year of...
by Gretchen Betts | Oct 24, 2018 | Guest Blogs, Lifestyle, Wellbeing
Owning your own home may feel like you’ve achieved financial nirvana. However, achieving one life goal shouldn’t mean you lose sight of others. See our advice for #NoSpend participant, Rebecca, on future proofing her finances. What is your financial goal? 2 weeks in...
by Gretchen Betts | Oct 23, 2018 | Guest Blogs, Technical
Sounds romantic doesn’t it?! Let me tell you all about the Marriage Allowance. If you were born after 6th April 1935, earn less than your husband, wife or civil partner and have an income of £11,850 or less, and you pay no income tax, you can transfer up to 10%...
by Gretchen Betts | Oct 5, 2018 | Guest Blogs
Rebecca collecting her award from Martin Ruskin, Chairman of the CISI IFP Forum. We are delighted to report that our wonderful Rebecca won the CISI Paraplanner of the Year award at a glittering awards ceremony at the NEC this week. This highly prestigious award is the...