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News and Views

We are delighted to be shortlisted in the ‘Financial Adviser of the Year’ category at the 2018 MoneyAge Awards.  These awards celebrate excellence, professionalism and innovation in the hugely competitive but critically important personal finance space.

Christy Morrison, Head of Wealth Planning, commented: “We are delighted that the excellence of our financial advice service has been further recognised with this shortlisting.  The team take great pride in delivering a high quality personal service and finding the best solutions to meet our client’s objectives and achieve their future goals.”