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Prioritising the best ways to pass it on

If you are considering the best ways to protect your wealth and plan for the future, Director and Certified & Chartered Financial Planner, Rhian Morgan, discusses with The Scotsman the importance of having the right advice, supporting families in developing a strategic and bespoke strategy that aligns with their goals.

Read the full Q&A here.

Editor’s Notes

Published in Scotsman Money 28th October 2024

The information provided is the opinion of Rhian Morgan and should not be considered advice.

Acumen Financial Planning Ltd is authorised and regulated by the FCA, FRN 218745.