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It’s only been a few weeks since we last wrote, yet lots has happened!
We’ve had several causes for celebration amongst the team: one birthday, one exam results success, and one awards shortlist. No spoilers, though – read on to find out more about each of these.
Our headline piece this month is all about Estate Planning, and why it’s so important. Since the Budget this has been a big topic of discussion in the press, as families look at their existing plans and wonder what (if anything) needs to change. For some, it may have prompted them to think about planning their estate for the very first time. Best not to leave it to chance.
This month, the adviser team took their turn to spend a day volunteering. They spent some time manning the phones at Oracle Cancer Trust, raising a fantastic sum of money for a charity very close to our hearts.
We’ll then bid a fond farewell to Katie, one of our CRMs, as she heads off travelling around Sri Lanka, and introduce Lindsey Wooder, who will take over the mantle from Katie. By way of introduction, we’ve done a short Q&A with Lindsey to help you get to know her a little better.
And, finally, this month is a very special edition of Toby’s Tales.
When you next hear from us, Christmas will be upon us. It’s certainly come around quickly! During the festive period, don’t forget to slow down and enjoy time with your friends and family. Your presence is worth a thousand presents.
We hope you enjoy this newsletter.