Huw Reynolds, ATEB Director, recently presented a cheque for £1,000 to Porfield Social Activity Centre (near Huw’s home village in Pembrokeshire). The centre provides support to adults with learning difficulties and helps to integrate them into the community.
The funds were raised by Huw’s charity bike ride from Whitehaven to Tynemouth.
A further cheque for approximately £1,000 will be given to Marie Curie Cancer Care.
Thank you to everybody who donated to both these worthy causes.



New Ad-hoc Suitability Review Template
Doug McFarlane Suitability 2022, content management, Mortgage, Pension, Periodic Review, platform, Power of Attorney, Suitability Review, Switch, transfer, Update
We have completed the latest upgrade to ATEB Suitability on 10th November 2022. This update comes at no additional cost and provides various template related enhancements as well as a brand new template designed to assist firms in producing fast and compliant ‘ad-hoc business’ reports/letters outside of annual review. Full details of the enhancements can […]