Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
07 June 2021
Beware of the scammersSometimes those who fall victim to scams are vulnerable, however this is not always the case. None of us are exempt. All it takes is that split second to be caught off-guard or distracted and to give away information we shouldn’t.
07 June 2021
Planning for retirement - on your own termsOur Wealth team are frequently asked, “how much money will I need to retire?”, but there isn’t a one size fits all answer. It’s about you; your lifestyle, ambitions, and needs. In this short blog we run through some of your potential options, and the advantages and disadvantages of each.
01 June 2021
Video Investment Commentary from BMO – May 2021Paul 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.
31 May 2021
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.
19 May 2021
Gradually, then suddenlyArguably, the last decade has seen the financial services sector facing the most fundamental attack that it has faced in over a century, due to technological changes leading to new competition and driving swings in consumer behaviour. Looking in more detail at obsoletion, we begin by examining the key threats to financial services firms and finish by providing a strategic framework which can be used to avoid long-term decline.
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