A Charity Evening for The Harley Staples Cancer Trust

9th November 2018, Oakham Castle The Harley Staples Cancer Trust Charity Evening We recently held a charity evening for clients, friends and family at Oakham Castle to raise funds for the Harley Staples Cancer Trust. The Harley Staples Cancer Trust provides much-needed breaks for families whose children have cancer, in either a smart caravan on […]
Investment Conference

12th July 2018, The George at Stamford Investment Conference The Investment Markets, Economy & Outlook Date: Thursday 12th July 2018 Event: Investment Conference Venue: The George at Stamford – Buffet / Drinks Details: Guest Speaker – Ian Price Divisional Director – Retirement Proposition. Guest speaker – Andrew Humphries, Private Client Director. The investment markets, economy and outlook, the […]
Charity Evening for Sunflowers

18th May 2018 Charity Evening for Sunflowers Sunflowers Special Needs Play Group We recently held a charity evening for clients, friends and family at our office in Stamford to raise funds for the local charity ‘Sunflowers’. Sunflowers (or ‘Sunnies’) is a weekly support group for parents and carers in Oakham, who have young children with […]
St. James’s Place Charitable Foundation Big Walk 2018

12th May 2018, Derbyshire St. James’s Place Big Walk 2018 Charitable Foundation Big Walk 2018 On the weekend of the 12th May, five of our team took part in a 35 mile walk to raise funds for the St. James’s Place Charitable Foundation. Over two days, Caroline, Bridget, Vicki, Rachel and Lisa trekked across the Derbyshire […]
Retirement Planning Meeting

5th april 2018, The George at Stamford Retirement Planning Meeting Saving for Retirement: Annual Allowance & Lifetime Allowance Planning Date: Thursday 5th April 2018 Event: Retirement Planning Meeting Venue: The George at Stamford – Buffet / Drinks Details: Guest Speaker – Ian Price Divisional Director – Retirement Proposition. Saving for retirement, including Annual Allowance and Lifetime Allowance Planning. […]