Professional Independent Financial Advisers, West Yorkshire

A Year in the Life of Eastwood Financial Services – 2016

Posted on 21/12/2016

2016 will be a year that will certainly go down in history – Brexit, a new Prime Minister, an interesting choice as the US President-elect, BHS disappearing from the high street, Team GB’s record breaking Olympics, Leicester City winning the Premier League and Toblerone now resembling a police stinger.

However, it is not just the news reporters, politicians, sportspeople and the perennially outraged that have been busy this year. We wanted to take this opportunity to provide our own review of the events and incredible achievements of Eastwood Financial Services and our employees.

We have been fortunate enough to be rewarded for everybody’s continued hard work by welcoming a number of new Corporate and Private Clients to our business. Most notably, we have been able to add another high profile charity to our portfolio of clients.

Congratulations also to Karen Spark, who has been rewarded for her hard work and many hours of study in achieving Chartered status. She now joins Anthony Flowers and Dominic Cooney as the Chartered Financial Planners within the business.

In September, we said goodbye to Ann Booth, who retired from her role as a receptionist after over 2 years with the company. She is now looking forward to spending more time with her baby Granddaughter, Nevaeh. Though Ann will be sorely missed, we welcome her replacement, Julie Beaumont, who has quickly settled into her role and is already a much valued member of the team.

On the employment front, we have welcomed a number of new faces to the company during the course of the year. January graced us with three new recruits – Warwick Busfield, Emma Lee and Tracey Kaye – who joined as an Independent Financial Adviser, Corporate Services Administrator and Private Client Administrator respectively. This was followed by Vakas Mirza, who also joined as a Corporate Services Administrator in May. Our Paraplanning Team has also welcomed two new additions, with Sue Holmes and Rachael Craven joining in June and September respectively.

We have also welcomed back Hazel Manley, who returned as an Independent Financial Adviser in September following a year’s maternity leave.

It is not all work and no play for our employees. In February, Tracey Kaye graced the stage as part of The Cliffites highly successful rendition of Cinderella, with each performance bringing sell-out crowds for the first time since they started hosting pantomimes over 30 years ago.

However, it was not just their incredible performances and capacity crowds that made the show a success - they were also successful in raising funds for charity. One show was performed in memory of Tracey’s late partner and fellow Cliffite, Robert Carter, and through a combination of ticket sales, raffles and other donations, they were able to raise a total of £2,600 for Rethink Mental Illness.

Tracey, as well as all of Robert’s friends and fellow performers at The Cliffites, would like to thank everybody for their very generous donations towards this incredibly worthy cause.

With the bar now set at an all-time high, Tracey and the other performers at The Cliffites will once again tread the boards with their next pantomime, Peter Pan, which is to be performed in February 2017. This time, all ticket proceeds for their show on Tuesday 21 February will be donated to The Stroke Association. Tickets are available to purchase at the following - https://www.ticketsource.co.uk/thecliffites

Tracey isn’t the only person to have devoted time and energy for a charitable cause. Karen Wynard completed the Lake District Four Fell Challenge, in the process raising £300 for MacMillan.

Not all charity has to be about donning a costume or punishing the body with exercise and exertion. Most of us have continued to raise money for charity by pushing our stomachs to the limit at the Yorkshire Day Tea party held in August.

As part of the fundraising activities held on that day, we managed to raise £210 for Forget Me Not Children’s Hospice.

We also took part in Save The Children’s National Christmas Jumper day on Friday 16 December, once again raising £210 for a worthy cause.

Finally, aside from all the above-mentioned activities, we would also like to take a moment to pay our respects to the clients and friends that have sadly passed away during the course of the year.

So, as we say goodbye to 2016, we wish you all very Merry Christmas all the best for 2017!

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