This year, instead of posting Christmas cards to all of our clients, we decided to put those funds towards a donation to a local charity.   The charity we chose to support is the Sparkle Appeal, a Newport-based charity for children with disabilities. We have purchased several toys in aid of their Christmas Toy Appeal, to help make Christmas special for those who need it most. Some ...
Dec 20, 2016 By Prism IFA PRISM News Read more
Lewys Richards writes about his experience as a first-time attendee of the Paraplanners Powwow.   When you picture a financial services conference, I can guarantee you don’t picture this. I’ve attended plenty in my three years in the industry, but for originality the Paraplanners Powwow stands a country mile ahead of anything else. (more…)
Sep 19, 2016 By Prism IFA PRISM News Read more
The financial services industry has gone through massive changes in recent years, and we are changing too. Following many successful years under our previous branding and website, we have decided to build a new website with new company logo and colours to reflect how our company has grown and changed with the times. We would love for you to let us know what you think. (more…)
May 3, 2016 By Prism IFA PRISM News Read more