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Free Video Content For Our Clients

Free Video Content For Our Clients

We have partnered with Money Alive to bring you free access to their impartial, educational videos. You will hear from a range of experts, exploring a range of financial topics from Wills and Pensions to Business Protection.

Each financial topic is explained by a ‘box-set’ of videos comprising of several short episodes.

Once viewers have completed a Money Alive box set, they’re given the option to complete an anonymous survey about their experience.
We are delighted that our clients find value in the partnership we have created.

A recent survey of our clients said that….

97% agreed they were now better informed ahead of their advice meeting
90% agreed it helped their decision making
96% of clients valued the access to Money Alive
97% agreed Money Alive is a valuable addition to the advice process

The content on these videos is written by experts and filmed in an engaging style to equip clients with knowledge ahead of their meeting with their adviser and also to give them a chance to make a note of any further questions they may have.

The videos range from Understanding Long Term Care to Pensions to Business Protection.

 

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PA to Director Mike LeGassick

Sharon is PA to Director Mike LeGassick.

Sharon joined Manning and Company in 2017 having worked for City College Plymouth.

Sharon lives in Plymouth with her family.

Managing Director

Paul has vast experience in all elements of financial planning and enjoys taking a life planning approach with his clients realising their goals through their finances.

Paul has been with Manning and Company since 1993 working closely with the founder for many years before being appointed Managing Director in 2010.  

Paul has retained his clients for many years. It is not simply a ‘one off’ visit, but a deep relationship. 

Meetings are scheduled, building trust and helping people achieve their life desires and ambitions. 

When not advising, Paul serves as a Trustee to two local charities and has also appeared in Wealth & Finance Magazine.