August 9 , 2019 / Posted by Lissa Horton / General / No Comments

Becoming an executor

It’s not a pleasant topic for a family get together, but it’s one that needs addressing before it is too late.  What happens to your parent’s estate when they pass away? Children over the age of 18 are often asked to be executors for their parent’s wills.  Unlike a witness to the will an executor

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June 28 , 2019 / Posted by Lissa Horton / General / No Comments

Congratulations to Ben Dyson…

Ben is nearly Chartered! We are delighted to announce that Ben has completed the CII Level 6 Advanced Diploma in Financial Planning of The Chartered Insurance Institute by examination. This means that we are now awaiting confirmation of him becoming a Chartered member. Well done Ben – we know how diligently you have worked towards this.

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