Welcome to the Summer edition of Wealth & Health and the ending of another very busy and (we hope) productive year.
We are continually focused on improving the services that we offer our clients. Since our last newsletter, we have brought in three new team members each with their own specialist areas of interest and a wealth of experience. We have included a brief introduction of Guy, Alex, and Maryam to help you get to know them a little better.
Guy Buchanan, our Risk Specialist, has also contributed an article on Business Expense Cover which is a must-read for small business owners.
We recently sat down with Annie, a long-time WealthPartners client, to discuss her financial journey and what matters most to her. We have included some highlights from our chat and we hope that you enjoy reading her story.
Finally, we follow up with David Luciani, our Corporate Services Specialist, to see what he has been working on and how he is enjoying his time at WealthPartners after his first few months with us.
The WealthPartners Team