Well done to Felix Milton for his brief appearance on MoneyBox Live on Saturday 8 June! He was thanked and complimented by Paul Lewis afterwards and with offers to repeat his attendances.
Woodford investment management
Debt Equity
Saving People From Themselves
What Are Our Client Relationships Like?
do try our hardest to be responsive and prove that our clients’ needs are our best interests. We are not perfect but we give our best and believe we have instilled this within our staff too as long-term ethics and professionalism, albeit with a mantra that ‘however good we do something we can always try to do it better’.
Markets
Charity Support
A small North Devon charity, Flying Fish Artists that supports people who have experienced mental health issues by using art as a means of therapy, has received a much welcome funding boost from a local business. We have awarded a grant of £2,100 from our fund administered by Devon Community Foundation.
Tax Year End
It is too late for you to do anything – well soon! We can still process pension and ISA applications up till Thursday close of business so if you haven’t done yours and should – don’t dilly-dally anymore! The staff may glare at you but we’re here to help you…! And remember, next Monday you can subscribe the whole amount again so why on earth wait for another year to pass and another year’s valuable tax allowance to be missed for a year?
Have a Heart
Job Opportunities
Following the absorption of the clients and funds from Organic Investment Management Plc, it is opportune to note that we are looking to take on new staff to assist our endeavours! We may well select new staff to fulfil roles such as:- administration assistant, paraplanners/trainee advisers and senior secretarial staff.