BIRTHDAY BOY !

Here is a shot of Alex Brodie, our Chairman, with his pride and joy, the Smart Board. You can see by the grin on his face how much excitement his toy brings him…. It’s also Alex’s birthday today and in fine tradition, he charged the table with cakes and biscuits.

Happy Birthday Alex !

Weekend Press Review

Each week, Clive Nicholas, one of our directors brings in the weekend press and we discuss some of the relevant topics. It is expected that each adviser gets a weekend paper and reads the money/business sections. We think he had two articles for us this week… (See picture).

Clive also fires out questions, just to keep us all on our toes with topics such as A-Day. Each adviser is expected to discuss details of any recently attended seminars in order to let the other advisers know what’s going on in the market place, not just how good the lunch was at the seminar!

Paul Stevens of 1st Port Asset Management also offers us an insight into the markets and economic situations which helps in our discussions with clients.

That Tuesday Morning Feeling......


Every week at 08.30, we have our ‘Tuesday Morning Meeting’.

Attendance is compulsory and it is at these meetings that we try and ensure that the advisers are up to speed on areas of our business.

The meeting lasts 30 minutes and at 09.00, we look to our providers and contacts to impart technical information for learning or refreshers. This week, one of our contacts, Simon Shaffer, Managing Partner of Moerans Solicitors and his colleague David White gave us a refresher on the importance of Wills, Estate Planning and Civil Partnership.
(See picture – can you spot West London’s finest cup in there?).

Inheritance Tax, Estate Planning and Wills for our clients is a vital part of the advice that we offer and we are grateful to our contact for giving us ideas, knowledge and up to date information of current law.

Morgans Run London
- Literally !


Some of us at Morgans got into our running gear (Nike of course! Thank you W+K) and set about raising a few quid in the process.

All four of our guys n girls completed the run, with respectable times too, not that there was any competition or side bets back in the office...........

Picture One: "Aussie Steve" Goodwin our ICT Manager, along with Lesa Rogers, the one who looks like she is auditioning for a part in Saturday Night Fever ..... our receptionist, and Sam Messenger, our Finance Queen !

Picture Two: Aussie Steve again, Michael Coulson-Tabb, Director of Morgans Financial Solutions our in house Master of tax efficient investments, and Sam again.

Well done to everyone !

Johnny

Happy Birthday to

Chris Marson of

Lombard International

He has reached a youthful looking 40 !

Well from the photo that Philip Porter, our M.D, and I borrowed from his birthday party in Broadstairs at the weekend we are sure you’ll agree, that he looks young, and the cheeky grin hasn’t changed a bit.

Chris, many thanks for inviting us to your party, our partners enjoyed themselves and all at Morgans are sure that you are grateful that we entered the spirit of things and put your smile on our site.

A big thanks for all your help in keeping us informed at Morgans about the services offered by Lombard from which many of our clients have benefited !

Johnny