Weekly Update – Spring Into Action

27 Feb Weekly Update – Spring Into Action

Welcome back everyone,

February has flown by as usual this year, and we are very much looking forward to March. Not just because it heralds in the spring and, hopefully, better weather, but because our very own admin extraordinaire, Jez Horgan, will be attending the Professional Adviser Awards for his nomination of Administrator of the Year. This is the third time he has been shortlisted which is a testament to how crucial he has been for us at CBIFA and we are all extremely proud of this accolade. Not to be outdone however, Annie Aston from Strategic Solutions has also been nominated, adding a fantastic bit of healthy competition into the mix. We wish both of them the best of luck.

Rachael Martin from Strategic features in the nominations for Paraplanner of the Year, she just can’t seem to go long without being recognised for her contributions! The ceremony, on the 18th of March, will include a fantastic gala dinner which we hope Jez, Annie and Rachael all enjoy tremendously no matter the results.

Even though we’re looking forward to then, we won’t be remiss in our duties to look after your savings and investments now. Please keep in mind the end of the tax year is rapidly approaching, and if you want to stay ahead of the curve, you know who to get in touch with.

See you all next week.