It’s been a busy first half of the year for us here at Future Planning, with team building days, exam passes, and overseas breaks.
Settle in for your rundown of the year so far in your Future Planning team update.
Sanjay, Tyrone, and Adam enjoyed a much-needed spa day
It may have been a couple of months ago now, but Sanjay, Tyrone, and Adam are still feeling the relaxing benefits of their spa day.
This team-building day of two halves began with a working breakfast at Sanjay’s house. Then, business over, it was time for pleasure.
Just a short drive away was the De Vere Hotel, where the gang spent an afternoon relaxing by the pool and enjoying a delicious afternoon tea, followed by a massage to round off the day.
Sian, Sanjay, and Adam were Marbella-bound in May
At the start of May, Sian, Sanjay, and Adam headed to Spain’s south coast for some sun, sand, and sea.
On their first night in Marbella, the Future Planning gang attended a 1920s Great Gatsby-themed event. There were lots of stylish outfits and music from the Golden Age of jazz.
They also experienced a taste of the high life along Marbella’s 5km-long “Golden Mile”, taking in the luxury cars and real estate, as well as the super yachts moored at the marina. There were plenty of world-class restaurants to choose from, too.
And there was plenty of time left to relax by the pool, away from the coast but surrounded by nature and the beautiful Malaga countryside.
Adam confirms: “We had a brilliant time and the whole weekend was amazing!”
Closer to home, the team are celebrating some well-deserved exam successes
The team has also been working hard over the last few months, and we have several impressive exam successes to share.
Sian has passed both her R05 and R06 exams. She is now only one qualification away from becoming a financial adviser.
A huge congratulations, Sian! You’ve made it this far, just the final push to go.
Tyrone has also passed his R03 tax exam, taking him one step closer to becoming a qualified paraplanner. Well done, Tyrone!
Meanwhile, Adam has two Mental Health First Aider days booked in for July. Once he’s completed those, he has his sights set on the ILM Level 3 in Leadership and Management.
The team’s success is a testament to their hard work and dedication, and you’ll no doubt join us in offering them all huge congratulations.
Get in touch
If you’d like to speak to any of the team for help answering your financial questions or to allay any concerns you have, speak to us now. Please email enquiries@futureplanningwm.co.uk or call 01793 575553.
