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Insights

Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.

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Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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01 June 2021

  • Wealth
Video Investment Commentary from BMO – May 2021

Paul Green, fund manager on the BMO MM Lifestyle Funds talks us through the changing market conditions that have continued in the first part of 2021.

Rory Brand

Rory Brand

Chartered Financial Planner

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31 May 2021

  • Wealth
Five steps to planning your finances (put simply)

Planning your finances can take a backseat in life. Whether you are just starting out, have a busy family life, hectic career, or are dreaming of retiring in the not so distant future or are already there, it is very easy to put finances in the “I’ll get round to it” pile. Thankfully, making a plan can be less daunting than you think, we’ve outlined five steps to help.

19 May 2021

  • Financial Services
Gradually, then suddenly

Arguably, the last decade has seen the financial services sector facing the most fundamental attack that it has faced in over a century, due to technological changes leading to new competition and driving swings in consumer behaviour. Looking in more detail at obsoletion, we begin by examining the key threats to financial services firms and finish by providing a strategic framework which can be used to avoid long-term decline.

Robert Lamb

Robert Lamb

Business Advisory Assistant

13 May 2021

  • Our people
My JC Path: From school leaver to graduate apprenticeship

Having joined our Inverurie team directly from school in 2018 on our JC Futures programme, Business Advisory Assistant Robert Lamb is now balancing work with study through a Graduate Apprenticeship with Robert Gordon University. We caught up with Robert on why he chose the apprenticeship route and what he loves about his role.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

11 May 2021

  • Wealth
Video Investment Commentary from Legal and General Investment Management – April 2021

Justin Onuekwusi, Head of Retail Multi-Asset Funds at Legal & General Investment Management, discusses with our Wealth team how their investments have performed during the pandemic and shares his thoughts on the outlook for the future.

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