I first met Keri when my late husband sold his company shares and we turned to Broadway Financial Planning for investment advice. Keri quickly impressed us with her vast knowledge and understanding of the financial marketplace and global economies.
Welcome to the summer newsletter, And what a year we have had so far!
Having made the decision to actively look for a new office at the end of 2016, we couldn't believe our luck when we found the right place almost on our doorstep! Just a stone's throw from Broadway, the office on Farncombe Estate has provided us with more space, ample parking and the beautiful Cotswold views we had come to love at Church Street.
Some of you will know the location as it is home to The Fish Hotel and Foxhill Manor. It was also known by many as the old Group 4 offices and we've been surprised by how many people worked there at times! In addition, and most importantly, it's given us the chance to still provide the warm welcome for clients, old and new, that they had come to expect from us.
We would like to thank you all for your best wishes and for being patient with us during a very busy time. We look forward to welcoming you to our new home.