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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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Martin Hendry

Martin Hendry

Chartered Financial Planner

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09 September 2024

  • Wealth
Buying properties through your SIPP (for business owners)

With the opportunity to advise business owners on what to do with their pensions, the conversation regularly leads to the question, can I or should I use my pension funds to buy our business premises? Here, Martin Hendry, explains everything you need to know about using a SIPP to buy a commercial property.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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31 July 2024

  • Wealth
Market Commentary July 2024

Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter two.

Mark McKenzie

Mark McKenzie

Chartered Financial Planner

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22 July 2024

  • Wealth
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.

Stuart Walker

Stuart Walker

Chartered Financial Planner

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03 July 2024

  • Wealth
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.

Rory Brand

Rory Brand

Chartered Financial Planner

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19 June 2024

  • Wealth
Seven things to think about when considering retirement

Retirement is the biggest financial decision almost all of us will face in our lifetime.

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