Call Us: 01273 419946

In our last news item, we mentioned that we had taken on a new member of staff. We are now a month in and, after a period of training, things are developing well. She has learned very quickly and has picked up a good understanding of how a small financial planning business works.

Our plan is that by taking on staff, we are able to focus more heavily on the needs of our clients and to be able to develop services that are important and relevant to them. We want our clients to feel as though they are significant in our business and that we understand their issues and needs.

Further training is still under way and, to those clients of ours who are reading this news item, we hope you find dealing with her enjoyable.