Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
Duncan Fernie
Financial Planner
15 August 2024
Planning for death – 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.
31 July 2024
Market Commentary July 2024Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter two.
22 July 2024
When is the right time to sell my business?Selling a business is a significant milestone for any owner, often marking the culmination of years of hard work and dedication. It should be a time of reflection ; not become a burden because of the unknown.
03 July 2024
Why do I need a financial planner?Stuart Walker, Chartered Financial Planner, highlights the importance of speaking to a Financial Planner. If you’re unsure about whether a Financial Planner could help you or not, we’ve got you covered as Stuart answers some of the questions which might be on your mind.
19 June 2024
Seven things to think about when considering retirementRetirement is the biggest financial decision almost all of us will face in our lifetime.
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