July 4, 2019

Educating children on ocean plastics

Our Director Lisa Julian is supporting a project to educate children on ocean plastics. Wild Tribe Heroes are the No.1 children’s book series on this topical […]
July 4, 2019

Community Defibrillator partnership

We are working in partnership with the Rotary Club of Ivybridge to provide training for two life saving community defibrillators in a first for Ivybridge. Until now […]
June 12, 2019

Chartered success for Lisa

Many Congratulations to our Director, Lisa Julian who has successfully achieved Chartered Financial Planner status. Lisa completed her AF1 and AF5 in April and says she […]
March 28, 2019

Massive Congratulations to our advisers Mike LeGassick and Steve Ansell who have both featured in the 2019 Sunday Times top 250 rated Financial Advisers with Vouchedfor, […]