Let’s stay up to date

One of the key benefits of our commitment to Kaizen is that we’re always improving and innovating somewhere, so there’s always something new to update you on.

Here you’ll find news about the latest thinking on financial planning, new developments within the team and what’s going on in the wider community.

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Financial Planning | Awards | Retirement | Community

Community Sam Colby Butcher Community Sam Colby Butcher

“Oh no, he isn’t!”

“Oh yes, he is!” If you happened to see the recent Charlton Panto Players’ production of the Pied Piper of Hamelin, you might have spotted a familiar face treading the boards. Our very own Sam Colby Butcher, one of our financial planners, unexpectedly found himself part of the cast, along with his eight-year-old daughter, Isla.

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Community Fortitude Community Fortitude

Life Is But A Dream (but a dream written down is a plan)

Crusader is an outfit with more than 20 years of history, specialising in boat trips for disabled and elderly people in the local area. To carry on doing what they do they need support and funding, along with paying customers. That’s why we decided that a chartered boat trip was the perfect way to help support the organisation and the ideal setting for our latest team away day.

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Financial Planning, Community Richard Peters Financial Planning, Community Richard Peters

Back2Y – Among Like-Minded People

It’s always nice when you find yourself among like-minded people, especially when they’re talking about things you’re really passionate about. If you believe strongly in a particular set of values, a conference about those same values might seem like preaching to the converted. But it’s actually reassuring, gratifying, exciting even, to be in a room full of professionals who get fired up about the same stuff that you do.

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Community Richard Peters Community Richard Peters

That’s What We Like to Hear

We’d like to share a piece of feedback we recently had from a client. We’re always grateful to hear your thoughts on how we’re doing, what we do well and where we could improve things further, but this particular comment really gave us a good feeling. 

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Community Fortitude Community Fortitude

Getting the Grades

We recently shared that evolution and expansion had been the themes of 2019 so far. They continue to dominate, both for the company and for the individual talent we have on board.

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Community Sam Colby Butcher Community Sam Colby Butcher

Teas, Tees & Teamwork

Our client support professional, Davina Bowmer, volunteers once a month at the dementia cafe in Greens Norton, run by the Northamptonshire Carers Association. In June we sponsored their second annual Golf Day.

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