November has been a busy month of achievements, industry updates, and celebrations.
Here’s a quick overview:
Recognition & Awards
I was thrilled to receive a highly commended accolade in the Women in Financial Advice Awards for Financial Adviser in South West and Wales.
Our business also made the Top 100 UK Advice Firms list for the 8th year in a row - a fantastic recognition of our dedication to excellence.
Team Updates
Aled attended the Humans Under Managementconference, focusing on the human side of financial advice.
Aled and Megan joined the Transact Connect event, ensuring we stay ahead of platform updates.
Ally has been busy keeping us compliant with the latest legislative changes.
Celebrations & News
We hosted client lunches in London and Cardiff to celebrate another successful year. Meanwhile, the UK Budget introduced pension and inheritance tax changes, with updates expected by 2025. In the U.S., election news has stirred equity markets, bringing some short-term uncertainty.
I’ll skip December’s vlog to focus on finishing my book. Wishing you all a wonderful festive season! Watch the full vlog for details, and get in touch with any questions.
To watch the full Vlog this month, visit our YouTube channel here https://youtu.be/mkSCHPOID-M