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5 steps to financial success

5 steps to financial success

On Wednesday 4 December 2024, Warren Shute, a Chartered Financial Planner, author of The Money Plan, and founder of Lexington Wealth Management (www.LexingtonWealth.co.uk), gave us a wonderful presentation on 5 steps to achieve financial success. Warren has helped...
Wealth Management Mentoring Scheme

Wealth Management Mentoring Scheme

Ilisha Masaun took part in a Wealth Management Mentoring Scheme in 2019.  She was introduced to a mentor, Mr Keith Hare (on the far right), who was a business development manager for Benchmark, a wealth management firm, which is part of Schroders. He was very...
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