by sudo | Jan 17, 2021 | News, Uncategorised
Due to the strength and numbers of Graham’s client reviews on the independent website – www.VouchedFor.co.uk, he has achieved the accolade of Top Rated Adviser for 2021. The attached report summarises Graham’s profile and reviews.
by sudo | Jan 17, 2020 | News, Uncategorised
Financial markets gave investors a rollercoaster ride in 2020, with a sharp dip at the start of the health crisis followed by a swift recovery. The experience reminds us of four important investment principles. The attached document from Omnis Investments looks at...
by sudo | Jan 17, 2020 | News, Uncategorised
Vouched For present each adviser achieving over 10 new reviews in a rolling 12 month period (whilst maintaining an average review score of 4.5 out of 5 or more) with a Certificate of Excellence. Graham has achieved this now on 17 occasions since joining...
by sudo | Jan 17, 2020 | News, Uncategorised
In this modern world, the internet brings us lots and lots of advantages. Unfortunately, the downside is that cyber crime is becoming an increasingly serious issue. Safeguarding the computers and devices you use, such as your PCs, laptops, tablets and smartphones, is...
by sudo | Jan 17, 2020 | Resources, Uncategorised
At Wolds Financial Planning, we place a huge emphasis on the security of client data. We also strive to deliver the best on-going service that we can to our clients and through teaming up with 2Plan wealth management ltd, we have access to their client access...
by sudo | Jan 17, 2020 | Resources, Uncategorised
At Wolds Financial Planning, we place a huge emphasis on the security of client data. We also strive to deliver the best on-going service that we can to our clients and through teaming up with 2Plan wealth management ltd, we have access to their client access...