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Summer news from Crane Williams

Summer officially starts on 21st of June and I hope you are enjoying the slightly warmer weather and have some good things planned in for the coming months. They say 'Good Things Come in Threes'. We want to let you know about three good new things that have happened at Crane Williams.   

1. New people

Two NEW financial administrators have joined the team. Sarah and Kate will be helping with some of the critical administration associated with mortgages and other financial services. They will be working hard to keep everything running smoothly and efficiently and their support will free me up to spend more time helping clients with their financial planning - which is exactly how things should be.

2. New offices

We have moved into NEW offices to accommodate our growing team. Our new premises are located above the Birdwell Clinic on Long Ashton high street and we are looking forward to welcoming clients when they visit.  

3. New opportunities in ESG-led investment

Ethical investments are steadily growing in popularity as people seek to choose where and how they invest their money based on their moral or ethical beliefs.

Regulation has played a huge part in driving Environmental, Social and Governance considerations up the agenda so that the UK is now leading the way when it comes to sustainable finance. 

In line with this trend, I have seen clients becoming increasingly interested in ethical investment opportunities, and exploring whether these might work as part of their investment portfolio. I am therefore delighted to now be able to offer ethical investment products as part of my range of funding options.

You can read more about ESG here, or to find out more give me a call on 0117 325 0770 or email your enquiry and I will get back to you.  


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