Congratulations to all the finalists of The Women in Financial Advice Awards – including our very own founder and CEO, Stephanie Bebbington-Dyke! The first set of shortlists for the 2022 Women in Financial Advice Awards, have just been published and we are proud to announce that Stephanie is a finalist for the South West Region […]
Blue Fox Wealth strengthen their team with the appointment of Tom Broadribb, in the role of Financial Planning Administrator. Tom brings experience from several years as a Relationship Consultant at Lloyds Bank and most recently, from work within the private banking sector. He says, “it will be refreshing to work with a company with a […]
As a company we like to support local Parish Magazines with regular advertising. Here is our latest Blue Fox Wealth advertisement, in our ‘Foxed by…’ series. Whilst the image may look cute and soft, the message is strong. Estate Planning is a valuable tool to lay out how you would like your estate managed, and […]
When a thank you note lands our desks, it always brings a smile. Our Blue Fox Wealth CEO and Founder, Stephanie recently received one from the leading professional body, the Chartered Institute of Securities and Investments (CISI) which brought a smile to all of the office. “… I am writing to you, as one of […]
Are you ready to join a successful independent financial planning firm, based on the Somerset/Dorset border? An exciting opportunity has arisen for an IFA Financial Planning Administrator to join our friendly and supportive team. The interesting and varied role can be offered on a full or part time basis, with further support and training provided […]
Today is special. Blue Fox Wealth turns 7! A heartfelt thank you to all our clients, supporters and wonderful team for being with us on our incredible journey, we could not be more grateful. We celebrate with a donation to the Dorset and Somerset Air Ambulance, a charity close to our Founder’s heart for saving […]
John Husselbee, Head of the Liontrust Multi-Asset Investment Team brings us the December Market Review. Key points from the month: Strong 2021 for equities but should we expect more pauses for breath over the next 12 months? Bank of England pushes through small rate rise as inflation continues to tick upwards, despite Omicron uncertainty Eight […]
John Husselbee, head of the Liontrust Multi-Asset Team gives us his thoughts for our October Market Review. Key points from the month: Markets able to shrug off September’s correction, with corporate earnings driving fresh records in S&P 500 Marginal UK rate rise and tapering by Federal Reserve expected but we see these as positive early […]