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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 – 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.

Christmas and New Year Office Hours

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Planning for Care in Later Life

Many of us take steps to prepare for retirement – setting aside savings, managing our Inheritance Tax position, or making Wills. Yet one crucial area often gets overlooked: planning for future care needs.