Our Event Manager Kate, and Gary’s PA, Louise, have spent the afternoon preparing for our attendance at the Bournemouth Symphony Orchestra’ Proms in the Park where we are VIP sponsors. We are looking forward to welcoming our guests later.
We hosted a great event yesterday with our Investment Partners from @LGTvestra at the Captains Club Hotel. Special thanks to Marie from Successmith for a thought provoking guest presentation too. #SustainableInvestments#WealthManagement#PositiveThinking
Andrew Dunn, our Chartered Wealth Manager, enjoyed meeting some of our fellow members of the @DorsetChamber last week. This was our stand before all the chocolates disappeared!
Do you know when you will be able to #retire? Should you be putting more into a #pension? Can you actually afford to retire sooner than you thought? Take a look at this #video to see how #CashflowPlanning could work for you: https://t.co/pTtDGSIGu3