Blog
Gretchen’s July Vlog
Hi everyone, it's Gretchen here Political shifts are happening with a new Labour government in the UK, promising changes in economic policies. Stay tuned for more updates on how it might affect your investments. Across the pond, Former President Trump was recently...
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 again!...
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...
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