Weekly Update – Making & Breaking Habits

10 Oct Weekly Update – Making & Breaking Habits

Welcome back everyone,

You may have noticed a distinct lack of a Weekly Update last Friday, and for that I must apologise! I was busy enjoying some time in the Gibraltar sun on a long needed holiday. It can be strange when things, no matter their significance or impact on your day, don’t happen when you expect. Whilst it may be presumptuous of me to assume that a lack of the weekly article has caused incredible concern, it does still illustrate my point that not everything goes to plan. So it pays to be prepared for these things, which is where we can help. As mentioned previously with Pension Awareness Week, things can be tricky when you need to amend plans, so please get in touch if you have any questions or concerns.

What we do love to keep as habit, however, is winning. We and Strategic are delighted to announce that Rachael Martin and Jonathan Hickson have won the Young Paraplanner of the Year and Young Financial Planner of the Year awards, respectively, at this year’s Young Financial Planner Awards 2025! You’ll note that Rachael won a similar award recently, she is really just that good, and we are incredibly lucky to have her on the team. We love being involved and recognised for the significant efforts of everyone here and this is a marvellous achievement for them both.

See you all next week.