As 2024 draws to a close, many of us are reflecting on the year gone by. We believe it’s important and beneficial to regularly stop and take stock of one’s achievements – in the hustle and bustle of everyday life it’s easy to forget to celebrate the wins as they happen.

In that spirit, we asked the team to reflect on their personal and professional highlights from 2024. Here’s what they said.

“My personal highlight of the year was climbing Ben Nevis! And my professional highlight has been meeting several clients who I’ve worked with for years but have never actually met in person.”

Alison Howe
Client Relationship Manager

 

“Celebrating an incredible 25 years with my amazing team members with an overnight stay at The Elvetham Hotel. We had so much fun dancing the night away. It’s an incredible achievement for the business and its so wonderful to spend time with my colleagues outside of the office. ”

Francesca Case
Business Manager

 

“My professional highlight was having a successful first year for our WRAPS+ DFM service, working alongside our co-manufacturer Timeline Portfolios.” Bruce Hallman
Head of Investment Planning

 

“My personal highlight of the year was a week in the Rhine Valley in Germany to attend the final Night of the Prog music festival at Loreley. Highlights were the bands Riverside, Meer and Big Big Train and the sunset we saw above the Rhine from the venue on the Saturday evening was stunning.”

David Hedgcombe
Executive Assistant

 

“Personal highlight of the year – went to Japan in October which was a bucket list country and enjoyed the trip! Professional highlight of the year – became certified this year by completing the CISI’s level 7 Diploma in Advanced Financial Planning case study which was very challenging, especially to study alongside work and personal commitments.”

Thusha Thurairatnam
Paraplanner

 

“Highlight for me is definitely being made Partner this year, it was an amazing achievement for me in 2024, after focusing on studying for the last few years and of course being able to support my clients during the year and for many years to come.”

Katherine Pautard
Partner & Financial Planner

 

“Going on a Caribbean cruise – not my first cruise but the first time in the Caribbean and it was amazing. The weather was fabulous, the sea was calm and perfect, the islands we visited were gorgeous, the ship was fantastic – definitely recommended. As for a professional highlight: I dealt with the longest pension transfer ever. It took over a year to finalise but finally after a lot of to- and fro-ing, numerous email exchanges, and a lot of phone calls, the transfer was finalised. A huge sigh of relief all round!”

Debbie Pacey
Client Relationship Manager

 

“A family holiday to Lanzarote was my personal highlight. Work-wise, passing the J12 exam.”

Chris James
Chartered Financial Planner

 

“Going on my first motorbike tour in June around the Island of Wight with my twin brother and best mate, Graham. It was a long standing “life goal” and achieved only 6 months after I got my bike licence. We were blessed with great weather and had a fab time. I’m already looking forward to my tour in 2025, as we’re off to the Picos de Europa mountains in Northern Spain.

My work highlight was celebrating Wealth Matters’ 25th birthday, with all the WM team, on a special and very memorable weekend stay at The Elvetham hotel, in Hook. It was a fabulous surrounding and a lot of fun.”

Bruce Nash
Director & Chartered Wealth Manager