A Charity Evening for The Harley Staples Cancer Trust

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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

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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

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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

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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

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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. […]