Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
26 January 2023
Market Commentary January 2023Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter four. In this video, Charles Hovenden, Senior Investment Manager at Square Mile Research, provides a market update which focusses on inflation as well as bond and equity markets in the recent quarter.
25 October 2022
Market Commentary October 2022Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter three.
06 October 2022
The future of the Financial Planning professionIn this blog, Craig Hendry, Managing Director of our Wealth team, discusses the future of the Financial Planning profession and why he thinks education and visibility is important in promoting it as a career path for future generations.
13 September 2022
How to use cash flow modelling to plan for your family’s financial futureIn this blog, in our series about transferring wealth to the next generation, we look at the important role of cash flow modelling in passing money on effectively.
Valerie Cronshaw
Financial Planning Support
12 September 2022
The rise of Family Investment CompaniesThe use of limited companies as investment vehicles is nothing new - people have been doing this for years, for a variety of reasons. In this blog, Valerie Cronshaw, Financial Planner in our Wealth team, explains Family Investment Companies and why they are on the increase.
Footer
Follow us
Arrange a free consultation with the team now
Have a general enquiry? Get in touch.