Happy New Year

Well, the end of 2010 was a bit of a blur (as is usually the case!) with December being extraordinarily busy. It has taken me this long to recover.. hence the delay between blogs! I would just like to start off wishing everyone a happy 2011. Hope the start to the year has been as exciting and fruitful as we always hope it is going to be.

We’ve once again been very busy over at the PS HQ and are making a number of changes to our processes and the way we work. One of these changes involves having a collaborative system via which clients can access their cases to check their progress, upload any additional documents and provide us with further notes. We will be rolling this out to existing clients during February.

In 2010, I also looked at starting a Breakfast club for women in financial services in the North East. This didn’t really get started due to a) time constraints and b) there being so few women in financial services in the North East! However, I have been using the magic that is Linkedin and found several more willing attendants and so will be launching details of this soon.

Finally, I’m delighted to have been shortlisted as Best Paraplanner in both the Money Management and Professional Adviser Awards. This is a great honour and I will keep you all updated on the results. Thanks for all the wishes of support so far too.

Enjoy the rest of January – spring is just round the corner!

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