We are delighted to see Gemma once again in the Citywire Top 35 Next Generation Advisers 2017 list!

The list, compiled by the New Model Adviser publication, showcases the top 35 young advisers of 2017…

Back in 1987, the sudden huge stock market falls felt like the end of the world for those owning shares and those like us who were working with investment clients. With the benefit of…

We are delighted and proud to have been shortlisted in the prestigious “Moneyfacts” Awards 2017 in the “Investment Adviser of the Year” category. We are in good company, with big national companies as well…

Our paraplanning team here are delighted to be one of only 3 teams in the UK to be shortlisted for the inaugural ‘Paraplanning Team of the Year’ Award 2017 from Professional Paraplanner.

We have a…

We are pleased to report that we have added James Hunt to the team. James has a degree in International Finance and Banking. He joins our Paraplanners, providing technical support to the Financial Planners….

Tony and Joss married on Friday 7th April at Headlam Hall near Darlington. A lovely day was had by us all.

We are delighted to see ‘our Gemma’ in the Rising Stars of 2016 list!

The list, compiled by the New Model Adviser publication, showcases the Top 35 Young Advisers of 2016 and analyses…

We are very proud to have ‘our Neale’ win the Chartered Insurance Institute of Newcastle’s Maddocks Prize for completing his Advanced Diploma in Financial Planning in a very short timescale.

When he told us this…

On Saturday 24th September 8 members of the Eldon team plus Gemma’s husband Jamie set out at dawn to walk a marathon distance, 26.2 miles, along the Northumberland coastal path. None of the walkers…