Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
02 November 2021
Video Investment Commentary from Legal & General Investment Management - October 2021Andrzej Pioch, Multi-Asset Fund Manager at Legal & General Investment Management, discusses with our Wealth team how their investments have performed over recent months and shares his thoughts on the outlook for the future.
29 October 2021
Market Commentary October 2021Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly investment market commentary report and video covering quarter three.
04 October 2021
Video Investment Commentary from Cornelian - September 2021With global equity industries close to highs and the spread between corporate and government debt yields relatively high, the managers of the Cornelian Risk Managed Fund range have reduced the funds’ exposure to equities. Find out more in their latest video update.
Valerie Wilson
Financial Planning Support
29 September 2021
The importance of cash flow modelling for Medical & Healthcare professionalsAs a medical and healthcare professional it can be difficult to envisage what your income, expenditure and goals look like in reality. This is where we can use a cashflow model tool to give you a visual representation of your financial goals and objectives. Valerie Cronshaw from our Wealth team discusses further.
15 September 2021
Pensions are cool – no, honestly!The general public at large, seemingly, has no interest in chatting about pensions. Not us though! Our team of financial planners are always happy to chat pensions and to celebrate Pension Awareness Day 2021 Rory Brand explains why pensions are cool – honestly.
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