Amber River True Bearing

Giselle Clayton IFA explains how a financial plan weaves together the threads of your financial life against the backdrop of your life goals.

Combining years of experience with a friendly personality, Jen offers a blend of financial knowledge and genuine care to her clients.

An Amber River IFA with an overriding aim to give her clients a plan they believe in, one they will stick to, and one that gets them to where they need to be

Amy Bamber and Sue Butler from our Adviser Support team donned their walking shoes in June and completed the eight mile ‘Moonlight & Memories’ walk for St Catherine’s Hospice, raising £455. The walk is 8 miles long, takes place at night and is designed to raise money for the hospice as well as allow participants the opportunity to remember loved ones they may have lost through illness.

Every Easter we hold a Jacobs Join, raffle and quiz. For those of you who haven’t heard of a Jacob’s Join, it is a meal where everyone brings a dish and shares it with each other. This annual tradition was again enjoyed by all the team, with a huge spread including pizzas, sausage rolls and lots of cake!

Mark says the best part of his job is creating retirement scenarios that open up a world of possibilities for his clients

Later-life financial planning expert, Mark O'Neill, gives his top five tips to help you plan and prepare for later life

Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be just one part of the puzzle.

“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we can do something about your financial situation"

Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.