Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
07 October 2020
Which awkward conversation do you want to have?Life is full of awkward conversations, especially when it comes to planning for the future. This article highlights the importance of speaking to a Financial Planner as soon as possible about your retirement plans, saving you from some very awkward conversations further down the line.
31 July 2020
It won’t be me, will it?I recently received one of the most difficult phone calls I have had from a client, informing me that his son had passed away. We spoke for a few minutes and I offered to help in any way I could, not that I was able to. His son had left behind a wife and two young children and this made me consider my own circumstances and my own family.
26 July 2020
Should you invest in Commercial Property as a Pension Fund Investment?Here, our Wealth team discuss the implications of investing in commercial property as a Pension Fund Investment for both business and non-business owners.
11 June 2020
Investment commentary from Legal & General - June 2020We caught up with Hugh MacTruong from Legal & General to hear his reflections on market research experienced so far this year, what they are doing to protect portfolios and why it’s more important than ever to take the long view when it comes to your own objectives.
27 May 2020
Investment commentary from BMO“There’s undoubtedly been a significant economic shock, but we will come out of this crisis, there’s no doubt about it - prior pandemics and history is on our side in that regard” says Gary Potter from BMO.
Arrange a free consultation with the team now
Have a general enquiry? Get in touch.