Blog

Catch up on what we have been up to over the past 2 weeks.

Sorry we have been so quiet over the last 2 weeks we have all been so busy. I wanted to do a quick blog to catch you all up on our activities. The Company had an exciting start to last week with a trip to Vienna. (Yep you heard it). We are one of our network Primis' top 50 companies which meant Ann…

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Blog

Our new staff members

Let me introduce you to Mhairi our new case manager. Mhairi has put together a small bio for you that will really help you get to know her that little bit better. Name: Mhairi McMurray Company Role: Case Manager Favourite quote: A lion doesn’t lose sleep over the opinion of sheep. What do you…

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Under Insurance

With Halloween being this week Laura our General Insurance advisor has taken the time to look at the hair-raising topic of under-insurance and the nightmares it can bring with it. She will even tell you about a real-life horror story. For most of us when the unexpected happens making a claim is str…

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Friday review

Today, we got this amazing review from a client. Happy Friday    What were the circumstances that caused you to look for a Financial adviser? Re-mortgage.   How did Beth Stevenson help you? Beth has provided me with expert advice at every step of the process. She understood the nature of my ci…

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Our Brand New Website

We have recently updated our company website and branding, freshening up our old logo and replacing it with a new clean and modern look. The new site has been designed with you, our clients in mind, helping you find what you're looking for in one quick glance. We love this new look and hope you do …

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