Satis WM delivers gifts and more good news from the week…

Personalised coasters

clock • 4 min read

As the UK enters its third week of lockdown and we become accustomed to working from home, PA rounds up some of the good news stories of the week...

Satis sends personalised coasters to staff Satis Wealth Management has broken up the monotony of working from home for its staff by treating them to a small gift. The firm sent out wooden coasters for its workers around London, with their locations and "branch manager" inscribed on them, as seen above in the article image. The group's director and Chartered financial planner David Hearne came up with the idea and enlisted the help of Berkshire woodcraft business Hugo's Workshop: "It was a really nice way to thank the team, to have a nice joke about their homes being a branch… and w...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

'Investing is not just a technical exercise; it’s an emotional one'

Kate Rainbow
clock 03 August 2026 • 4 min read
The Platforms Association acquires the UK Platform Awards

The Platforms Association acquires the UK Platform Awards

Clive Waller hands over the awards programme

Isabel Baxter
clock 30 July 2026 • 2 min read
FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

Covers advisers, platforms and wealth managers

Sophia Panayi
clock 30 July 2026 • 3 min read