December was a very busy month, with a lot of clients wanting advice in the run up to Christmas. We also had the Christmas light switch on just outside the MFM office, which many people from the local area attended (including the Mayor of Sunderland herself who kicked off the festivities). This was delayed slightly [...]
November kicked off with lots of annual review meetings, and a couple of presentation meetings which I had yet to witness. It was great to see how Andrew approached this style of appointment, as it was something I was completely unfamiliar with after working as a paraplanner for most of my career in financial services. [...]
October commenced with a great event hosted by investment managers Brewin Dolphin, which involved sampling different wines from all over the world, whilst also being briefed by their Chief Strategist, Guy Foster, on the state of different stock markets from where the various wines originated! October also involved getting more familiar with the processes and [...]
I thought that I would just write down my thoughts after taking the leap from paraplanning to advising, as a sort of ‘what to expect’ for any paraplanners who are currently in the position that I was and are thinking about moving across into advising. This will likely not be everyone’s experience, and I would [...]
