Favourite Mug
August 30, 2023
What does your mug say about you?
Being welcomed in: That’s got to be one of the best things about being a financial adviser 😊
It’s a privilege to be welcomed into people’s homes to help them with their planning needs.
Everyone is different, and has different priorities, aims, hopes and dreams. So we need to tailor our approach to suit.
You can tell a lot by the mug people give you your brew in, and this has to be one of our favourites ever 🐄 🐮 😁
And chocolate biscuits to boot! It really is our privilege 😋
What does your mug say about you? Comment your favourite mug below 😁 ☕
Thanks so much for taking the time to leave this review Roda
We're thrilled to be sponsoring the Prop Up Project SAFE Charity Glitter Ball
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A good retirement plan isn’t one-size-fits-all.
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Thank you to everyone for your support this year.
Hello, and a warm welcome to the November edition of The Financial Brew! As the days get a bit nippier and we find comfort in our favourite hot bevvies, we hope this newsletter finds you in tip-top condition. We're over the moon with all the positive feedback we've received from you and how much you are enjoying reading our newsletters. Your kind words make our day! This month, we're thrilled to share some exciting updates with you. We've been sprucing up our offices with fabulous new artwork, nabbed a prestigious award (and it’s a big one!), rubbed shoulders with a famous cricketer, and even rolled up our sleeves for community work with the Shrimps Trust. And if that's not enough, Tarnia had the incredible chance to be a sports commentator for a day! And, of course, there is, as always, helpful advice from us on all things pensions and investments. So, grab another cuppa, get comfy, and dive into all the fantastic stories we have lined up for you this November. Enjoy the read! Warm wishes, Annabel, Tarnia and John
Thank you, Jennifer.
Feeling a bit overwhelmed with all the adulting?