IFS News
| 31st July 2009 | 3D Employee Benefits |
| Our sister Company, 3D Employee Benefits Limited has been awarded the prestigious Chartered Financial Planner status by the CII. This means that both companies are part of a select group of companies which hold the award. | |
| 1st July 2009 | New Adviser |
| We are very pleased to welcome a new Financial Adviser, Eric Furmidge, to the company. Eric has worked in the industry for many years, and will be based from his home in Wiltshire | |
| 21st May 2009 | Corporate Golf Day |
| Invited clients and guests came along to enjoy a day of golf and good company at The Warwickshire, Leek Wootton on 19th May 2009. The morning event was a 9-hole Texas Scramble, which was followed by hot refreshments and the afternoon's 18-hole competition. There was some stormy weather for a while, but the hardy golfers were not deterred, and by the time the game finished, the sun was shining. After the evening dinner, which was attended by all IFS staff, prizes were presented to team and individual winners. | |
| 12th May 2009 | Day for Dave 2009 |
| On 8th May 2009, the second 'Day for Dave' charity golf day was held in memory of Dave Brownlee, a close friend and golfing partner of Jon Isaacs. Support from friends and former colleagues of Dave was superb, and the total raised this year was a massive £2,017.41 which has been donated in equal portions to Cancer Research UK and to the charitable fund of Warwick-based Education for Health. Prizes and trophies were again donated by Isaacs Financial Services, and were presented to team and individual winners after the evening dinner. | |
| 31st March 2009 | Another new arrival |
| Our Office Manager, Sue, became a Grandma for the first time on 24th March when her daughter brought Lewis safely into the world. He weighted in at a whopping 9lb 3oz, mother and baby doing well. | |
| 20th March 2009 | New arrivals |
| Two members of the Isaacs Financial Services team have welcomed new arrivals into their families over recent weeks. Our Senior Administrator Gina had a little boy, Saul Alexander on 19th February, then last Friday, 13th March, Accounts Manager Sue welcomed her new grandson, Oscar into the world. | |
| 6th November 2008 | 3D Employee Benefits is launched |
| 3D Employee Benefits Limited has been established as the corporate arm to Isaacs Financial Services Limited. Heading up the Company is Kevin Condon who, after 17 years' experience working in Employee Benefits, has partnered with Jon Isaacs in creating a business which can now truly offer and deliver a full range of corporate services. For further information, visit www.3demployeebenefits.com or email advice@3d-eb.com. | |
| 6th October 2008 | Berkswell Clinch Promotion |
| Invited clients and staff went along to watch a thrilling climax to the season, when Berkswell Cricket Club clinched promotion to Birmingham & District Division One with a win over Tamworth CC. The start of the match was delayed because of a waterlogged outfield, and overs reduced. Man of the match was Freddie Klokker, who received a sponsorship cheque from Isaacs Financial Services. Also there to watch was Monica Fletcher from Warwick-based Charitable Fund Education for Health, who received a donation from Isaacs Financial Services in recognition of their work. | |
| 23rd July 2008 | Chartered Financial Planners Press Release |
| Following our recent Corporate Chartered Financial Planners award, we have had a press release in the Solihull Times newspaper. Please click here to read it. | |
| 15th July 2008 | Fellowship of the Personal Finance Society |
| Jon Isaacs and Colin Prescott have both been elected to become Fellows of The Personal Finance Society. | |
| 30th June 2008 | Corporate Chartered Financial Planners Marque |
| We are proud to announce that the Chartered Insurance Institute has awarded Isaacs Financial Services Limited the prestigious 'Corporate Chartered Financial Planners' title. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics and Conduct, reinforcing the highest standards of professional practice in their business dealings. To date, only just over 100 companies have achieved Chartered status in the UK, indicating that this is a highly excusive award, reserved for the leading firms within the financial services market. | |
| 4th April 2008 | Website is launched |
| We are now ready to launch our website, and hope that all visitors will find the information interesting and useful |