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Worked with Heron House Financial Management Ltd's Liam Fowler, a financial planner and a trustee director on this article detailing his journey through financial services, Heron House's unusual ownership structure and their visions for the future. Well worth a read!🐦 citywire.com/new-model-advi…

We are excited to announce our latest five day event starting on Monday 31st July. Please feel free to share and help us spread the word, and we look forward to receiving applications!

Interest rates have now been increased to 5% which represents the 13th successive rise in recent times. As you would expect, this is the top UK news story today and there is live reporting via BBC News here: bbc.co.uk/news/live/busi…

We are delighted that three of the lovely women in our team have been nominated for awards at the prestigious Professional Adviser Women in Financial Advice Awards. Best of luck to Saran, Elizabeth and Cassy! #WIFA23

Our new office garden is officially open, and we can't wait to start bringing it to life! Very exciting to have a space like this and we look forward to seeing it develop over years to come. A huge thank you to all involved in the making! #MyWildNewport #BeforeAndAfter

A huge well done to Helen, who completed a charity walk in Bannau Brycheiniog (Brecon Beacons) National Park last weekend to raise money for Alzheimer's Society. The weather was challenging, but Helen battled through the full 13 miles in around 6 hours and has raised an amazing £285! Very proud of you Helen!

If you're worried about being scammed, it's important to remember that there's support available. ⚠️ Our Avoiding Scams information guide can help you protect yourself from scams, and point you in the right direction if you think you've been scammed: bit.ly/3OmsIL4

A report published by Public Accounts Committee reveals there's over £1.7 billion in unclaimed Child Trust Funds (set up for children in the UK born between 01/09/2002 - 02/01/2011). Their average value is now around £1,900 so they're worth tracking down! See: shorturl.at/bpG15

Well done to our team of students and graduates who attended our recent work experience week. We hope we have inspired you and given you helpful knowledge and skills to take on to your future careers! #financialplanning #workexperience #inspirethenextgeneration

Chances of winning some of the biggest NS&I Premium Bonds prizes have increased to their highest level for more than 15 years. You can read more here: bbc.co.uk/news/business-…

In support of Rae Strauss #ZeroWasteWeek we are recording the amount of single use plastic we use in our office, with a view to raising awareness and reducing our consumption going forward. Check out zerowasteweek.co.uk for tips and more details of how you can get involved!

Good morning and welcome to the penultimate day of Pension Awareness 2023! Pension Geeks start us off with a morning session for pension pros, sharing some of their insights on pension communication. You can still sign up to the week’s events by using the link in bio! #PAD23

It’s that time, again! October is Free Wills Month where members of the public aged 55 and over have the opportunity to have their simple Wills written or updated free of charge by participating solicitors. You can find out more information here freewillsmonth.org.uk

Lots of great resources here outlining the #mentalhealth support offered here in Wales 👉🏼businesswales.gov.wales/news-and-blog/… #WorldMentalHealthDay #WMHD23

Today is #WorldMentalHealthDay, and given the well-known benefits of being outside and moving your body, we arranged a team lunch in our office garden and a walk. Mental Health Foundation have shared some other simple ways we can help protect our mental health here: mentalhealth.org.uk/explore-mental…

Delighted to have been named in Citywire New Model Adviser's Top 100 UK advice firms for 2023! You can read about what we have been doing to offer the best value possible to clients at the following link: citywire.com/new-model-advi… Well done to all who made the list! #NMATop100

Thank you to all of our clients and friends for your support throughout 2023, and for all the Christmas cards and kind gifts! Our office will be closed from lunch time this Friday until 9am on Tuesday 2nd Jan. Until then, we wish you all a Merry Christmas and a Happy New Year!

In lieu of Christmas cards this year, we have chosen to support Green Man Trust, the charitable arm of Green Man. This small but mighty Welsh charity has helped over 10,000 people since 2014 via an array of projects to help make positive social change in the community.

Today marks the start of The CISI’s Financial Planning Week - an excellent initiative designed to encourage people to take control of their finances and seek help by speaking to a qualified financial planner! Find out more below and get in touch to see how we can help you.