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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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Sandra Edward

Sandra Edward

Technical Specialist

17 December 2020

  • Wealth
It started with a click…

Many of us will be, or have been, targeted by a financial scammer in our lives. Often these involve being asked to click a link and transfer money in to an account. Most scams are easily identified, but as the fraudsters get smarter, they get harder to spot. Sandra Edward, Technical Specialist in our Wealth team, discusses how to help keep your cash safe.

11 December 2020

  • Wealth
Brexit Market Commentary - December 2020

As the end of the year approaches, so too does the Brexit deadline. David Watson, Financial Planner, discusses the impact of Brexit on the investment markets and the uncertainties still to be resolved.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

02 December 2020

  • Wealth
BMO Global Asset Management Investment Commentary - November 2020

Gary Potter, Co-Head of Multi-Manager at BMO Global Asset Management gives us an update on the world economy, stock markets and the latest impact of the global pandemic.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

02 December 2020

  • Wealth
Market Commentary November 2020

As the Coronavirus Pandemic took hold throughout October a second national lockdown was announced for England for most of November and into December, adding to the fear of investors.

25 November 2020

  • Wealth
How to make a difference to the climate with your investments

Climate change is at the forefront of people’s minds and as a result, we have been receiving some enquiries from clients asking how they can make a difference, by considering where and how their money is invested. Sometimes known as responsible investing or sustainable investing, ESG is about including environmental, social, and corporate governance factors that you may wish to consider in your investment decision making. We’ve teamed up with Legal & General Investment Management to discuss some of the options available.

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