We are back @UtilitaBowl for our committee led regional @pfsconf meetings. Many thanks to our fantastic speakers and sponsors today @parmenionuk Octopus Investments, Automwrite and Bernie De Souza. Also great work by our amazing committee for arranging the event #cpd#profession
Congratulations to Rachael Martin, Jez Horgan & Annie Aston, all shortlisted in the @Profadviser Awards 2026!
Rachael: Paraplanner of the Year
Annie: Administrator of the Year
Jez: Administrator of the Year
Well done to you all🏆
#Awards#Finance
🎉 Celebrating 15 years in financial planning AND our place in the Citywire New Model Adviser Top 100!
Now 60+ strong, with 23 Chartered advisers, £250k+ donated and 99% client satisfaction.
Thank you to our amazing team & clients 💙
#FinancialPlanning#Top100
With so much financial advice online, who can you trust?
41% of Brits have acted on tips without checking the source and nearly 1 in 5 lost over £1,000.
We believe real confidence comes from qualified, regulated advice.
👉 Read more: https://t.co/zuGDoasS39
#FinancialAdvice
We’re delighted to be nominated again in the Professional Adviser Awards 2026! 🏆
After this year’s wins, it’s great to be recognised once more in the Adviser Firm of the Year – South West category.
Winners announced next March — fingers crossed! 🤞
#PAA2026#Awards
Our 12 Days of Christmas campaign is back! 🎄🎁
Over the next 12 days, we’ll be spotlighting 12 incredible causes we’re proud to support through our Community Foundation, sharing their stories and the difference they make in our communities.
Follow along this Christmas.
Day 1 of our 12 Days of Christmas campaign.🎄
We’re supporting the Steve Bernard Foundation with a £500 donation for their incredible work funding grassroots sport and life-changing community projects💙
https://t.co/DZOXnmYjWB
#12DaysOfChristmas#GivingBack#Charity
Day 3 of our 12 Days of Christmas 🎄
We’ve donated £500 in essential items to Margaret Green Animal Rescue to support their incredible work caring for and rehoming vulnerable animals 🐾💚
#12DaysOfChristmas#GivingBack#AnimalRescue#Charity
On day four of our 12 Days Of Christmas, we supported Dorset Deaf Children's Society by contributing to their Christmas party 🎄✨
DDCS brings together children and young people with hearing loss—and their familiesto connect, share experiences & have fun.❤️
#CommunityFoundation
🌈💛 Day Five of our #12DaysOfChristmas is dedicated to the Rainbow Centre!
They support people across Folkestone & Hythe facing hardship and we're proud to support their vital community work with a £500 donation.
Learn more 👉 https://t.co/OUjE8HGbhL
#GivingBack#Charity
As we wrap up another year, we’re excited to share the achievements, milestones, and memorable moments that made it truly special. From community-driven initiatives to award celebrations, it’s all inside our winter bulletin.
You can read it here >> https://t.co/Hl7C6AzKon
As part of our 12 Days of Christmas campaign, Giles from our Bournemouth office visited We Are Humans in Boscombe to donate 10 four-season sleeping bags, 5 tents and 8 winter coats.
CEO Andy and the team were incredibly grateful.
Today we’re proud to support @HopeForFood1 with a £500 donation 💙
The funds helped provide microwaves & air fryers for families without access to essential household items.
Hope for Food supports people facing homelessness & poverty across Bournemouth & Dorset.🎄
On Day 9 of 12 Days Of Christmas, we’re proud to support Bee Mission. 🐝💛
They install beehives, support people facing homelessness & provide training to help communities thrive with 63 hives & growing!
Learn more & get involved 👉
https://t.co/AleBFR9ydQ
#Charity
Shoutout to the amazing Dorset Devils!
This local volunteer group keeps Dorset streets, parks & beaches litter-free.
We donated £500 of new litter-picking gear to help volunteers aged 4–84 get involved. ♻️❤️
#DorsetDevils#VolunteerPower#KeepingDorsetClean
🏆 We Won! 🏆
Thrilled to be named Adviser Firm of the Year & Adviser Firm of the Year – South West & Wales at the #ProfessionalAdviserAwards 2025!
Huge congrats to Jez Horgan & Jordan Cruse for also making the shortlist in their categories! 👏
#FinancialPlanning#Awards
We’ve hit £250K in donations!
Our Community Foundation has now donated £254,218 to amazing local causes across the South Coast — from food banks to youth support & crisis care.
Huge thanks to our team, clients & partners for making this possible!
https://t.co/Js6GuCESud