Another successful Mince Pie Evening was attended by many of our clients and professional friends, despite the weather. Once inside every one forgot the rain with sparkly Christmas lights and Warm Mulled wine to enjoy. Myself and the team particularly enjoy this evening as it gives us the chance to get to know our clients a little better in a relaxed and informal setting.
We hope to do it again next Christmas and make it a CWM tradition.
Office Address: 123 Torquay Road, Paignton, Devon, TQ3 2SG – Telephone: 01803 551999
Concise Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd who are Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference No : 487395. This can be verified by visiting the Financial Services Register using this link www.fsa.gov.uk/register/
Concise Wealth Management Ltd – Registered office: 60 Torquay Road, Paignton, Devon, TQ3 3AA. Registered in England and Wales Company no. 7287601.
The guidance and/or advice contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Awards achieved in partnership with Vision
Good News - We are all back to the office and open for new appointments.
Please do contact us if you require independent financial advice:
Tel: 01803 551999 or
Email: [email protected]
Thank you NHS - what a great tribute for the key workers to see, many of whom will pass this everyday.
Catching up with work after a busy week adding client meetings and adding value to clients, recruiting, networking and attending the Castle Investment Solutions Conference in Cardiff this week. Continuously learning and updating to try and offer the best service to my clients possible!
Working on a Saturday morning is much more fun with tea and chocolate from my network. Thanks Vision!
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