Briefings



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Wayne Griffiths receives 2plan network award

Wayne Griffiths receives 2plan network award Issued: 31 July 2017   Wayne Griffiths, founder and managing director of One Financial Solutions, received the 2plan network ‘Corporate Adviser of the Year award 2017’.  

Newsletter 24 – Autumn 2017

Newsletter 24 – Autumn 2017 Issued: Tuesday, 12 September 2017   The Autumn 2017 issue of our newsletter is now available for you to either read online or download. We very much hope that it helps keep you up to date with financially-related matters. Read the Autumn 2017 newsletter here.     The last issue of our newsletter was launched at the time the nation eagerly anticipated that the coming summer might be ‘one to remember’. That annual optimism has finally dissolved: we were told it was warmer than average – we certainly didn’t need to be told that it was wetter than average… Although our weather may be unpredictable, happily, the same can’t be said about out newsletter which, as usual, brings you an eclectic mixture of brief, one-page articles to help keep you on top of your finances. There’s something for everyone in the Autumn 2017 issue: Stopping […]

Congratulations to Wayne, Christine and Thandi!

Congratulations to Wayne, Christine and Thandi! Issued: Thursday, 14 September 2017   Three of our team recently passed professional exams – individual triumphs that have rewarded their hard work, added to their personal qualifications and will allow them to offer their clients a broader, more in-depth service. So, a huge ‘well done’ to Wayne, Christine and Thandi! Wayne and Christine passed the Chartered Insurance Institute’s ‘ER1’ exam; a result that means they have met the FCA’s qualification requirements to be able to give advice about equity release. The post-nominal letters they can use to show their new qualification are Certs CII (MP & ER). Thandi passed the Chartered Insurance Institute’s ‘RO7’ exam bringing her a Certificate in Advanced Mortgage Advice, the highest attainable qualification in mortgage advice, allowing her to give advice to clients who have complex mortgage needs. Congratulations once again!