As a firm, I’m delighted that my firm has this month signed up to the Women in Finance Charter, committing to supporting the progression of women into senior roles.

As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!

We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.

It has been encouraging recently to read about the increasing numbers of Financial Planners and Paraplanners completing their Level 6 (and higher) qualifications.