19th December 2012
We purchase the freehold of Queen’s Chambers, after it is put up for sale by the owners.
We purchase the freehold of Queen’s Chambers, after it is put up for sale by the owners.
Diana Shears Financial Services is de-authorised and Diana continues to work as an adviser with Evans Falco
Diana joins Evans Falco to work with us in handing over her clients in a managed and seamless transition over the following year
An agreement is signed between Diana and Rosie Falco, agreeing the transfer of Diana’s business to Evans Falco LLP over the following 5 years. The remainder of the year is spent inputting all of the client data into our back…
Diana Shears becomes an authorised adviser of Evans Falco as well as still being authorised in her own firm
We move into our first office at Queen’s Chambers, 38-40 Queen St, Penzance. It’s one office of the 6 in the building, and there are the two of us, two desks, one phone and a kettle,