We recently held an education evening at our new offices in Shenstone.
This was to provide a none sales enviroment where local businesses can attend and ask questions regarding any queries in relation to the protection available.
This was very well received and we had a great turnout. This is now going to be a regular FREE event. Taking place the first Monday of every month. Everyone is welcome. All we ask is you book a place. Contact Lindsey on 01543 401029 to reserve yours now.
So save the date of Monday 2nd September between 6-7pm where we will be covering investments, how the providers are researched and how funds are selected.
Married with two children Neil and Gemma and 2 wonderful grandchildren. I have worked in financial services since 1987 in many different roles. From compliance, management and now managing director of...