Blog
Gretchen’s February Vlog
Welcome to my February Vlog! Tax year-end is just around the corner, so let's make the most of those allowances! Listen in to see how best to do this, it’s all a bit technical, but we can help to make the best sense out of it. Don’t forget that ISAs & pensions can...
Gretchen’s January Vlog
It’s back! Gretchen’s first VLOG of 2024! First off, a huge congratulations to our Trainees, Holly and Mollie, who both took and PASSED exams before Christmas. Clap emoji Last week we held our annual strategy off-site. We spent time as a team talking about our goals...
November 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...
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