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Curiosity – my old friend, my greatest critic, my mentor.

In December 2019, our MD, Sandy Robertson was invited to talk at the HUM Conference in London. An event for those up and coming people and firms within this innovative, forward-thinking, and compassionate profession of Financial Planning.

This video of our MD provides an exclusive insight into the journey of our business and the vision and motivation behind it, as we work through our 18th year in business and evolve to a new normal, a recommended watch.