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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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Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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07 April 2022

  • Wealth
Video Investment Commentary from Cornelian - April 2022

Investment Manager Hector Kilpatrick, provides our Wealth team with Cornelian’s market outlook for April 2022.

Mark McKenzie

Mark McKenzie

Chartered Financial Planner

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04 March 2022

  • Wealth
Tax year end strategies to maximise allowances

Mark McKenzie, Chartered Financial Planner, shares with us his top tips for making sure that you’re ready for the Tax Year End.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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17 February 2022

  • Wealth
Video Investment Commentary from LGIM - February 2022

Andrzej Pioch, Fund Manager, Asset Allocation at Legal & General Investment Management, discusses with Paul Measures, Head of Intermediary Sales, the topic of Environmental, Social and Governance (ESG).

Stuart Walker

Stuart Walker

Chartered Financial Planner

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03 February 2022

  • Wealth
The modern dilemma: what are the rules and do dates matter?

Financial Planning always starts with the basics and making best use of them. As we approach the end of the tax year, Stuart Walker, Chartered Financial Planner and Associate Director, gives his top tips for making sure you use the valuable tax allowances that are available each tax year.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

31 January 2022

  • Wealth
Market Commentary January 2022

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

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