The second Jones Sheridan Model Portfolio review of 2012 is complete and emails have been sent asking our portfolio clients to confirm they are happy to rebalance their investments.
Hayley Massie, Administrator
This is Hayley’s first role within the Financial Services sector, and although she only joined us in October 2011 she soon settled in to become an integral part of the team.
Jones Sheridan has grown substantially in the last couple of years and it is becoming increasingly apparent to both the team and I as to how my role as Managing Director is changing.
Over the years the staff of Jones Sheridan have taken part in many events to raise money for charity, these include the Cancer Research UK Race for Life and the London Marathon.
I am therefore very pleased to support Kevin along with some of his friends in their attempt to complete the famous Three Peaks Challenge. The groups aim is to raise over £1,500 for CHILDREN with CANCER UK.
I am pleased to announce that Director Andrew Beattie has recently passed his Level 4 Diploma in Financial Planning, this is nine months ahead of the Financial Service Authority deadline. We want to share with you the reasons why it is important to continually improve the level and experience of advice we offer, not only through our Financial Advisers but the whole team at Jones Sheridan.