Archive for the ‘Latest news’ Category

Mar10

Our NEW website is now live!

Posted by jeremy

We’re delighted to announce that we have launched our new website.

Our Marketing team were briefed to create an easy to navigate, simple to use website that would reflect our core values – they have truly delivered and we’re thrilled with the results.

Our NEW website is now live!

Our site parallels our commitment to providing professional advice and personable service. We understand that speaking about your finances and planning for your financial future may be daunting, which is why we invite our clients to come in for a cup of tea and a chat in a relaxed and welcoming environment. We’ve tried to capture and reflect this theme across our new website.

At the Professional Financial Centre, we believe in working as a team which is why we have utilised some of the many talents of Helen White. Her unique images can be seen throughout the site and she will be a regular contributor to our blog, keeping us updated of her recent work.

We invite you to have a look around our site, provide feedback or pop in to chat with us over a cuppa.

Mar7

Accredited by the Society of Later Life Advisers (SOLLA)

Posted by abbie

We’re pleased to announce that Kirsten has attained her Later Life Adviser Accreditation (LLAA), having proven her professional commitment to the area of Later Life advice. Active Retirement

Who are SOLLA?

SOLLA aims to assist consumers and their families in finding trusted accredited financial advisers who understand their needs. Founded in 2008 as a not for profit organisation, SOLLA was established to meet the need of consumers, advisers and those who provide financial products and services to the Later Life market. Its aim is to ensure that consumers are better informed about the financial issues of later life and can find an Accredited Adviser.

Read full post

Mar1

Our Chartered Financial Planner status

Posted by abbie

I am delighted to announce that we have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

The CII is empowered by the Privy Council to award this status. The award is only made in exceptional cases, with under 300 firms nationwide who have received the designation to date. Read full post

Feb25

Introducing our “petrol head” IT expert

Posted by abbie

Ewan takes care of all the technology here at the Professional Financial Centre, making sure that everyone has the latest and greatest software available to them, with remote access from home and from their smartphones. He’s interested in many aspects of technology at home too. Read full post
Feb7

Introducing our marketing guru

Posted by kirsten

Abbie is responsible for our marketing, client communications and promotional activity. She runs a specialist outsourced marketing company, A Business Innovation, the firm responsible for creating this website (and encouraging us to start our blog!). Read full post