I am writing to announce our new office!!! Why are we moving? As many existing clients will know, our friend and fellow financial planner Alison passed away in 2016. We expanded Core to be able to welcome Alison’s clients, which included needing additional office space. Melton Court offered an immediate solution, ready to move into, allowing me … Read More
We have been enjoying settling into our new Melton office over the past few months. It has been great to welcome new and existing clients. Many clients have never visited my office, but one of the changes brought about recently has been to hold most of my meetings at the office. Lorraine and Peter are … Read More
We have been through some considerable changes at Core over the past year or so, which I talk about in another post (Business update blog post). Until recently, many clients may never have met the rest of the team. However, many of my client meetings are now held at our Melton offices, so clients are … Read More
Over the past few months, we have been welcoming the clients of my friend and fellow financial planner, Alison, who passed away a few months ago. When I first met Alison, I knew I had found a fellow financial planner that I would trust to look after my own clients and family, and thankfully the … Read More