slider1a.jpg slide2.jpg slide3.jpg slide4.jpg

Client Event- 20th June 2015

We know how important it is for you to build your peer group, and to keep in touch with like minded people. It is always such a pleasure engaging with our clients, and giving you the opportunity to discuss your own thoughts and where you are on your journey.  We will look to arrange our next client event in December time, and would love to see you there.. We will update you with the coming details shortly.

We held our client event on Saturday 20th June 2015. It was fantastic to see such an amazing turn out we had people travelling from as far as Holland to be with us!  We started the event with the cashflow game, which brought up some interesting concepts about investment, we then had a tour of our newly refurbished offices. We then headed to The Palm Court Hotel in Scarborough where we had a buffet and Aran gave a presentation on House Price Data. We ended the night by gaining some fantastic testimonials and a really getting to know our clients and their goals.

Please see an example of these testimonials below:

Kari Tomtor

Hem & Neema Mistry

Dee & Mark Guymer


Lucy showing our clients our new offices







A few testimonials from Saturday Night

Who do you know who we can help?

We want to help your family and friends achieve their financial goals in the same way we help you ... Fill in your / their details below so we can reach out... Hurry as time is limited...