As the seasons change, so do the exciting events in our office—well, our virtual office, that is! There are milestones to celebrate, new family members to welcome, and some good old-fashioned team bonding to reminisce about.
A New Chartered Financial Planner Among Us
We couldn't be prouder to kick off this update with the news that James has passed his last exam and is now officially a Chartered Financial Planner! The Chartered designation is often described as the 'gold standard' within financial planning, requiring a challenging set of exams to be completed. This major accomplishment is a true testament to James's expertise, dedication, and commitment to providing the highest level of advice to our clients. Please join us in offering James a hearty congratulations on achieving this significant milestone.
Baby News: It's a Girl!
Our Client Services Manager, Naomi, has recently welcomed a beautiful little girl into the world—Charlotte! She will be re-joining us next week, and we couldn't be more excited to have her back. Mother and daughter are both doing wonderfully, and we look forward to Naomi's return to our virtual office.
Team Day Out: The Thrills of Alton Towers
Being a fully virtual team has its perks, but it also means that in-person gatherings are extra special for us. We took a break from our screens to meet up for a team-building day at Alton Towers. From the mind-bending loops of Smiler to the sheer vertical drop of Oblivion. It was a day filled with laughter, screams, and a bit of friendly competition on who could keep a straight face during the scariest rides (spoiler: no one could).
That's all for now. Stay tuned for more updates, and as always, if you have any questions or would like to schedule a meeting, feel free to reach out!
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