Broadway Bulletin - Spring 2021

Welcome to our Spring newsletter. Who would have thought that nearly a year on we would still be in the midst of a pandemic! What we thought would be a few weeks out of the office have morphed into a new year and have created a new way of working. During this time, we have carried on and continued with business as usual, although it has been a bit unusual, to say the least! Whilst we haven’t been able to enjoy seeing our clients as we normally would, the wonder of Zoom has enabled us to continue with regular meetings and provide our full range of services.

Sadly, this year, we’ve said goodbye to Julie who has moved onto pastures new after 12 years with the firm. We wish her all the best for her future.

Every year we review our ongoing strategy for the future and this year is no different. We have put some exciting plans in place, the main one being to welcome our clients back to the Farncombe Estate as soon as we can. Many of you haven’t yet had a chance to visit our new office. However, with the ongoing vaccine programme, a spacious and ventilated meeting room and a strong desire on our part to see you as soon as we safely can, we hope it won’t be too long before we can conduct face to face meetings again.

We definitely feel that the end is in sight and are planning accordingly!

To read our newsletter click here

Previous
Previous

Managing financial confusion following the death of a loved one

Next
Next

March Cash Recommendations Report