Rhian Morgan, Director, Chartered and Certified Financial Planner, is delighted to win the ‘Best Female Financial Advisor’ at the BWS Women in Finance Awards 2025. The awards, held on Thursday 22nd May in Glasgow, were hosted by TV journalist and broadcaster Rachel McTavish, at the
We are delighted to announce that we have been awarded the prestigious title of Accredited Financial Planning Firm of the Year at the recent Chartered Institute for Securities and Investment (CISI) awards ceremony held at the Old Trafford Cricket Ground, Talbot Road, Manchester on Tuesday
The Future of Financial Planning and Risk Management – Celebrating Excellence event in Aberdeen held on 3rd October in Aberdeen, strengthened ties between member organisations and local schools, colleges and universities through exhibition stands and networking opportunities. The evening was organised by the council of
