Prismatic Wealth

Have you read our review of the Spring Budget covering #Covid_19 #taxation & #financialplanning tips? #Budget2020 #WednesdayWisdom #NorthEast @TeesValleyBC

Congratulations to our Paraplanner, Katie Watts, who has passed RO5, Financial Protection! Well done Katie!

The latest Economic Review is out now: ow.ly/vTaY50HLJKP

Our January Business Review is now available here ow.ly/B7LR50HEmFr

Register here for our first webinar of 2022 - ow.ly/rU3N50HChIM

Huge congratulations to our Adviser, Joanne Pearson who has passed the Long Term Care & Later Life Planning exam by The London Institute of Banking & Finance with a whopping 99% pass rate!! After an enormous amount of hard work, Jo has now achieved Chartered status - amazing!

This short video explains the importance of working with a qualified member of the PFS. #PFSAssociateFirm vimeo.com/599380732

We're proud to continue to be recognised as a PFS Associate Firm. #PFSAssociateFirm

Feeling tired? You’re not alone - new data reveals a surge in employee demand for support due to work-related stress, as employers are being warned to look out for signs of ‘burnout’ among their staff this winter ow.ly/ePpu50GUj0l

Data from the latest Business Barometer suggests UK small firms are in relatively good shape, with 35% of business owners forecasting growth over the next three months. Read more here: ow.ly/BTv750GUiHa

During his third Budget Rishi Sunak announced a number of business-related measures and spending commitments, read more about the detail here and business reaction…ow.ly/WOSX50GUj5U

The November edition of our Business Review is out now! ow.ly/sKfU50GUoMr

A warm welcome to our two new starters, Owen Linford and Ed Airey who have both joined us this month a Financial Administrators. Welcome to the team ow.ly/KZZQ50GUiCO

Research shows a shift in the way employers recognise long-serving staff, with firms increasingly offering monetary rewards rather than lunch with the CEO. Is cash still king in the world of employee loyalty rewards? Read more in our Business Review ow.ly/JMmO50GjwMO

The Autumn Budget will take place on 27 October, and will be delivered alongside the conclusions of the 2021 Spending Review

What will the end of the Job Retention Scheme mean for the labour market? The Resolution Foundation believe there is ‘huge uncertainty’ about what might happen next and that employment support schemes will have a vital role in protecting vulnerable groups ow.ly/Zgmq50GjwHD

The national roll-out of the new spending limit of £100 for contactless card payments will begin on 15 October 2021.

3 years since we've moved into Preston Farm Business Park! Wow, how time flies...admittedly we've not really been in the office much the last 18 months, but we're back now!

Congratulations to our Operations Manager, Carl Simpson, who is celebrating 20 years service!! Wow!

Congratulations to our Paraplanner, Katie Tang, who has successfully achieved the Level 4 Diploma in Regulated Financial Planning! Wonderful achievement following a great deal of hard work. We are very proud, well done, Katie!