We are so excited to have been shortlisted for the #ILPAwards Retirement Adviser of the Year category... again! Thank you Moneyfacts Group Awards Team - looking forward to September!

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Young students are finding it “almost impossible” to save towards their future, charity Intergenerational Foundation warns. Jay Akbar spoke to students who have been left wondering if they will always struggle with the cost of living. #5News

Top comment at 2 minutes ten seconds from our office ! Well done Luke, good work.

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#ImWithGary too!

Building the Behavioral Advisor (BTBA), the industry’s top advisor training program for “human first” financial guidance, is back! 📣 Our next cohort begins 1/23/24 Get all the details here: shapingwealth.com/btba

📰 In The Times you will see our advisers are in The VouchedFor 2024 Top Rated Financial Adviser Guide! Top Rated = Well good If you want to find independent financial advice in Solihull and further… then we are the place to come!

Finalists for Retirement Adviser of the Year: Britannic Place Financial Management Ltd, Boolers, Depledge Strategic Wealth Management Ltd, Kellands Hale Kingsfleet Wealth Lucent Financial Planning Ltd Strategic Solutions Financial Services, Strategic Wealth Partners, Velocity Financial Planning, Wren Sterling #ILPAwards