Thank you to everyone who came along to Ready, Set, Retire on Wednesday 5th March 2025 at the Village Hotel in Aberdeen! The evening, hosted by Financial Planners Alana Davidson and Andrew Groseneill, alongside guest speaker John Dargie from Blackadders, was dedicated to helping you prepare for retirement. We explored: Navigating
Free Financial Health Check Clinics: Your Path to a Secure Financial Future We’re excited to offer free, face-to-face Financial Health Check Clinics in 2025. These sessions are perfect for anyone looking to have a dedicated chat with one of our qualified financial planners about your
Upcoming Dates 20th January 2025 21st January 2025 22nd January 2025 23rd January 2025 What to Expect Time: 12:00 PM – 2:00 PM Format: By appointment only. We can help you: Assess your current pension and investments. Explore retirement strategies tailored to your
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 Old Trafford Cricket Ground, Talbot Road, Manchester on Tuesday
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 networking opportunities. The evening was organised by the council of
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 Mitchell from Lindsays, was dedicated to helping you prepare for
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, was dedicated to helping you prepare for retirement in a
Thank you to everyone who joined us for Ready, Set, Retire on Wednesday, 6th of November at the Village Hotel in Aberdeen! The evening, hosted by Financial Planners Alana Davidson and Andrew Groseneill, alongside guest speaker Andrew Grant from Blackadders, was dedicated to helping you prepare for
Thank you to everyone who joined us on Thursday 26th September from 12pm at The Caledonian, Edinburgh to explore the crucial collaboration between legal professionals and financial planners in serving client families effectively. The aim of this lunch & learn is to provide insight and
Thank you to everyone who joined us on Wednesday May 15, 2024 at 18:00 at the Leonardo Hotel and Conference Venue, Aberdeen Airport for an evening dedicated to helping you prepare for retirement. We engaged in topical discussions such as: Navigating the unknown in your
