2008

Jason Lowe joined the team who remains with us today as a partner and financial planner.

We became discretionary investment managers which meant that clients were able to delegate some or all of their ongoing investment decisions to us. Through offering this service this means that we are able to act quickly to changing market conditions to ensure that portfolios are always up to date.

The year also saw the business collect the Money Marketing Investing for Income Award and saw us introduce investment dinners to our events calendar. 

Key events

  • Jason Lowe joined the team
  • We became discretionary investment managers
  • Winners of the Money Marketing Investing for Income Award