There is a widespread perception that pensions are a waste of money, with reasons mentioned including poor investment returns, high costs, complex rules and difficult to get your money out.
We are delighted to welcome Leah Thorne as part of the team to lead our client services. Leah has extensive experience of client liaison and delivering high quality administration.
We are delighted to work with South West Mediation to be able to apply our financial and pension planning expertise within a collaborative framework, so clients can get the information they need and consider the financial implications of different possible solutions.
Markets have enjoyed a very good start to 2013 overall with strong returns in almost all global equity markets during the first three months of the year, albeit with continuing high levels of volatility.
We are delighted to welcome Jenny Ives on board as a Chartered Financial Planner. Jenny brings to the company a wealth of experience and will be leading our advice with regard to Women in Business.
We are excited to open our doors to new clients from our offices at The Greenkeepers Cottage at Exeter Golf and Country Club in Exeter.