On Wednesday 13th July we welcomed people to take advantage of our online, no obligation, financial health check/surgery day.

This was an opportunity for people to book a 40 minute slot with Stefanie Price to ask any financial questions to gain some advice/support.  We are often asked questions relating to a range of areas such as mortgages, pension planning, retirement planning, investment planning, insurance policies and also matters arising both with employment benefits and financial planning when you run your own business! As you can see, the list is vast and no wonder people find this can be such a minefield!