Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
08 November 2021
Can your business be your pension?Often, financial planners will advise on a diversified approach to retirement planning, with different income streams to maintain a reliable income. However, for many business owners the proceeds from selling their business can often be the main source to fund their retirement. Steven High from our Wealth team discusses.
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
Chartered Financial Planner
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.
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