With the dawn of the new millennium the business continued to establish itself in the local area and adapted to its new office space in Handforth, an area where we still have our head office today – albeit in a much larger building!

The team significantly expanded during the course of the year. Gareth Jameson, who later went on to become a partner and financial planner, dipped his toe into the financial advisory waters and joined us as an administrator.  

Key events

  • Gareth Jameson joined the team
  • Turnover increased by 170% on the previous years, reflecting the popularity of our seminars and the increased name awareness