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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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01 June 2021

  • Wealth
Video Investment Commentary from BMO – May 2021

Paul Green, fund manager on the BMO MM Lifestyle Funds talks us through the changing market conditions that have continued in the first part of 2021.

Rory Brand

Rory Brand

Chartered Financial Planner

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31 May 2021

  • Wealth
Five steps to planning your finances (put simply)

Planning your finances can take a backseat in life. Whether you are just starting out, have a busy family life, hectic career, or are dreaming of retiring in the not so distant future or are already there, it is very easy to put finances in the “I’ll get round to it” pile. Thankfully, making a plan can be less daunting than you think, we’ve outlined five steps to help.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

11 May 2021

  • Wealth
Video Investment Commentary from Legal and General Investment Management – April 2021

Justin Onuekwusi, Head of Retail Multi-Asset Funds at Legal & General Investment Management, discusses with our Wealth team how their investments have performed during the pandemic and shares his thoughts on the outlook for the future.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

07 May 2021

  • Wealth
Market Commentary April 2021

Working in conjunction with our investment research partners, Square Mile, they have prepared this quarterly investment market commentary.

Rory Brand

Rory Brand

Chartered Financial Planner

Connect on LinkedIn

23 April 2021

  • Wealth
Why should the price of a Freddo worry you?

Most people have a working understanding of inflation and how it works and phrases such as ‘cost of living’, ‘prices index’ and other similar terms are so common that they filter into our daily lives. At its core, it really is just understanding how much more expensive things cost today compared to last month / last year / ten years ago. However, from a personal wealth management perspective, inflation is probably the most common risk people face, and the alarming part is, most people do not realise it.

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