Is speaking to a Financial Adviser on your to-do list?
December 12, 2023
Was speaking to a financial adviser on your to-do list at the start of this year? Have you still not crossed it off the list?
Can you believe we're already in December...where does the time go?!
Was speaking to a financial adviser on your to-do list at the start of this year? Have you still not crossed it off the list?
We understand that life gets busy, but you should make financial planning a priority if you haven't done so already.
Whether it's planning for retirement, investment planning, or protecting your family, we are here to help you.
Don't let another year slip by without taking action. Don't hesitate to get in touch with us.
Thanks so much for taking the time to leave this review Roda
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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?