Newsletter Summer 2025

Welcome to the latest edition of our newsletter, where we’re excited to share a wide range of updates and milestones from across the business.

Firstly, we bid a fond farewell to valued members of the team, Mandy and Chris, who are heading into a well-deserved retirement. At the same time, we’re delighted to welcome several new faces to the team, both in client services and financial advice—each bringing new energy and expertise.

We also want to alert you to the rise in cloning fraud and scam activity, and share some practical tips to help you stay vigilant and protected.

Looking ahead, we’re inviting clients and friends to join us for a summer walk up Moel Famau followed by food and drinks at Pen Y Bont Farm—everyone is welcome, including four-legged friends! There’s also an exciting update on Grace and Chantel’s Hyrox fitness challenge, and we’re celebrating recent exam success within the team.

We’re particularly proud to announce our sponsorship of Paralympian Nathan Maguire, and reflect on the incredible impact of our recent workplace financial education sessions, which are helping people take control of their financial futures.

Thank you for reading—and for being part of our journey.