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Congratulations to Hannah Bass

We are proud to share that Hannah Bass, from our Wealth Department, has been awarded The Certificate in Paraplanning Prize for her exceptional performance in the 2024 examination year.

Hannah achieved the highest result in the Certificate in Paraplanning and was recognised at the prestigious Chartered Insurance Institute, Education Award ceremony held in London on 17th October 2025.

She was presented with a certificate and prize money in recognition of her outstanding achievement.

Well done, Hannah—your dedication and excellence are truly inspiring!

 

 

 

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News and Events

Market Commentary: 6 January 2026

We enter 2026 with US stocks dominating the global market while trading on expensive valuations. A small number of tech stocks account for a large portion of US returns and they are increasingly tied to the fortunes of the AI industry. These are certainly risks to be aware of.

Market Commentary – 5 December 2025

Stocks had a small dip in November, before recovering back towards their previous highs. The longest US government shutdown in history had a negative effect, before coming to an abrupt end and allowing stocks to rally.

Staff News

We welcome new colleagues, congratulate long service and achievements, and wish good luck to a retiring colleague.

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