Budget brings changes for planning Retirement, Pensions and Capital Gains Tax. Further to the Autumn Budget this week and as with previous budgets, the devil is in the detail. Our role as financial planners and
We are delighted to announce that we have been awarded the prestigious title of Accredited Financial Planning Firm of the Year at the recent Chartered Institute for Securities and Investment (CISI) awards ceremony held at
The Future of Financial Planning and Risk Management – Celebrating Excellence event in Aberdeen held on 3rd October in Aberdeen, strengthened ties between member organisations and local schools, colleges and universities through exhibition stands and
Thank you to everyone who joined us for Ready, Set, Retire on Thursday 21st November 2024 at The Bonham Hotel, Edinburgh! The evening, hosted by Financial Planners David Gow and Andrew Sutherland, alongside guest speaker Doran
Thank you to everyone who joined us for Ready, Set, Retire on Wednesday, 20th of November at Radisson Blu, 301 Argyle Street, Glasgow! The evening, hosted by Financial Planners Laura Crowe, Paul Gillen & Paul Ross,
