With schools returning, and the temperature dropping, it feels like autumn has well and truly arrived. A reminder that our office is now open for client meetings again with enhanced health and safety procedures in place, though if you feel more comfortable, we are also available for virtual meetings. Please see our About Us page for more contact information and direct dials.
We have also added a new Long-Term Care page to the Aqua Website, which you can also find under the Planning & Services tab, please see below for some more information on this.
Exam Success
We are very happy to announce that Cam, one of the Aqua team, has passed his R01 exam on his first attempt. Cam has worked extremely hard over the past couple of months to prepare for the exam, and we are pleased that all the hard work has paid off!
Virtual Events
As we are still adhering to the health and safety rules regarding events, we are lucky that we are still able to attend these virtually, and continue to learn and develop our skills. Our stand out webinars have included the PortfolioMetrix annual Investment Forum, and a great discussion group held by Aberdeen Standard, where we could speak to other firms too.
Long-Term Care
We have added a new tab to our website regarding Long-Term Care, as Graham Webb, one of our advisers, is now accredited by the Society of Later Life Advisers (SOLLA). SOLLA helps people to find a trusted financial adviser, who is not only qualified to help, but really understands the financial needs in later life, and for more information, please have a read through the page, and look out for our upcoming blog post for more information about Graham, and what he does.
Thank you for reading, and wishing you all a happy and healthy October,
Your Aqua Wealth Management Team
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