Concise Wealth Newsletters

By 26th June 2015Our News

Last week our clients received another Concise Wealth Newsletter. We have received lots of positive feedback from our clients regarding content, although we are experiencing a few teething problems with some emails being redirected to client’s spam folders. If you are a current Concise Wealth customer and have not received your Newsletter please contact us so that we can rectify this.

The office is busy as usual but we have an extra pair of hands. Krystian Lane, an economics student from the University of Exeter, who has been welcomed to the office as our Intern for 6 weeks.  Krystian hopes to gain an insight into Financial Services and we are delighted to be able to offer him such an opportunity. It is very difficult for anyone wishing to join the Financial Services industry to gain such experience and Louise is keen to support such talented youngsters by providing an insight to her working career.  We have organised several ‘day trips out’ for him visiting our Discretionary Fund Managers, local partners and our Network Head Office.

Louise Greenwood is settling into her role as Para- planner after joining the Concise office in the New Year. Louise provides support by completing research and analysis for our advisers and liaising with providers. Her work behind the scenes is crucial to the day to day running of the business.