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August 27, 2020

Truth Talks – Warren Shute

This week Sandra chats with Warren Shute, CFP, Certified Financial Planner, and owner-director at Lexington…
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August 20, 2020

Truth Talks – Bill Bottomley

This week Bill Bottomley, one of the directors of Lifetime Financial Management in Barnsley (and…
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August 6, 2020

Truth Talks – Raj Shah

In the latest Truth Talks, Raj Shah of Blue Wealth Capital talks with Sandra about how…
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July 15, 2020

Truth Talks – 7IM

In the latest Truth Talks, we hear from 7IM’s Senior Investment Strategist, Ben Kumar, who…
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June 30, 2020

Coping with COVID – Mary Waring

We wanted to find out how our customers are coping in this unprecedented time in…
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June 23, 2020

Is it a bird? Is it a plane? No, it’s… Expenditure Man?!

They say that every era has its hero.  They also say that sometimes heroes come…
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June 18, 2020

Truth Talks – Matthew Spence

During the Lockdown, our regular regional User Groups have moved online.  User Groups are an…
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June 4, 2020

Coping with COVID – Gaynor Lyth

We wanted to find out how our customers are coping in this unprecedented time in…
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May 28, 2020

Coping with COVID – Minesh Patel

We wanted to find out how our customers are coping in this unprecedented time in…
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prestwood truth cashflow software coping with covid coronavirus adviser customer interviews
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May 21, 2020

Coping with COVID – Sarah and Andrew Elson

We wanted to find out how our customers are coping in this unprecedented time in…
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