Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
Duncan Fernie
Financial Planner
16 June 2025
Planning with purpose – protection for today and beyondWelcome back for the second blog in our series, “planning with purpose”. Here, Duncan Fernie discusses the subject of a very unloved product: insurance.
Duncan Fernie
Financial Planner
06 June 2025
Planning with purpose: plan your way to the great beyondLets face it: no one likes talking about death. It’s like the awkward elephant in the room that we all know is there but prefer to ignore. Making financial plans for a future without you, can be a way to give you and your loved ones peace of mind.
26 May 2025
How to use cash flow modelling to plan for your family’s financial futureCash flow modelling was historically used by businesses to forecast future costs and income, looking at the assets and income of a company and measuring these against current and future liabilities. It is now also widely used as a useful tool for personal financial planning. Here, Peigi MacCrimmon explains in more detail.
Valerie Wilson
Chartered Financial Planner
15 May 2025
Meet the Planner: Valerie WilsonFrom discovering JC at a university careers fair to earning a prestigious Royal London Shield from the CII, Valerie Wilson’s career journey is one of drive and achievement. Based in our Edinburgh office, she shares the milestones that have shaped her path, how she finds balance after a busy week, and her top tip for staying on track during exam season.
07 May 2025
Market Commentary April 2025Working in conjunction with our investment research partners, Square Mile, we would like to share a market commentary report and a video covering the first quarter of the year. In this video, Scott Spencer, Investment Director at Square Mile, discusses their views on the global economic backdrop and investor sentiment, as well as what is happening in bond and equity markets.
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