Events

Join an informal online session hosted by Chartered Financial Planners Malcolm Steel and Graeme McInally, where you will have the chance to learn about the basic steps in the investment planning and asset allocation process. Risk profiling, tax wrappers, fund and platform selection, what needs to be considered and in what order? Malcolm and Graeme will share their knowledge and answer any questions you might have.

The session will run from 12.30pm until 1.30pm on Tuesday 23rd May 2023.

Join an informal online session hosted by Malcolm Steel, where you will have the chance to learn about the key points of tax planning for high earners. Malcolm will share his knowledge and answer any questions you might have. The session will run from 12.30pm until 1.30pm on Friday 30th June 2023. 

With so many different retirement paths available, choosing the right one for you is now even more important, but is becoming increasingly difficult. We want you to ‘retire well’ and invite you to our informative webinar taking place on Tuesday 11th July 2023 from 12.30 - 13.30, hosted by our Chartered Financial Planners Malcolm Steel and Graeme McInally.

Join our free informative webinar where we will discuss the topic of intergenerational wealth, inheritance tax and other areas of financial planning that need to be considered when passing wealth within families. Hosted by our Chartered Financial Planners Malcolm Steel and Graeme McInally, this webinar is taking place on Monday 7th August 2023 from 12.30pm to 1.30pm.

Looking for an employee benefit that can save money for both your business and your employees?  Join us on Tuesday 12 September 10am to 11am for a free online session about the benefits of pension salary sacrifice, and some top tips for introducing this for your team.

It is important to both live for today and plan for tomorrow, and striking the right balance can be challenging. If you would like some tips to help you to effectively plan for your financial future, you may be interested in joining our hosts, Chartered Financial Planners Malcolm Steel and Graeme McInally for an informative, lunchtime webinar on Monday 18 September 2023 from 12.30pm to 1.30pm.

We are holding our Autumn Client Investment Forum webinar on Friday 6 October 2023  from 12.30pm to 2.00pm. We are pleased to announce that Duncan MacInnes, Investment Director at Ruffer has agreed to present. Duncan will give an economic outlook presentation, followed by a Q&A session.  If you are a client who can't attend but would like us to send you a link to the recording please get in touch.

Join an informal online session hosted by our Chartered Financial Planners Malcolm Steel and Graeme McInally. At this interactive webinar you will have the chance to ask our experts your questions about personal finance in advance or at the event. Alternatively you are welcome to just sit back and listen to the questions and answers that will be discussed. The session will run from 12.30pm until 1.30pm on Friday 20th October 2023.

We invite you to our free, informative webinar looking at the financial planning journey taking place on Monday 20th November 2023 from 12.30pm - 1.30pm. At this event we will outline what a financial planner does and how they can help you, the financial planning process, what to consider when selecting investments and points to consider when doing your own financial planning.

Join our Chartered Financial Planners Malcolm Steel and Graeme McInally at this free, informative lunch time webinar where we will present on the topic of financial protection, on Wednesday 13th December 2023 from 12.30 - 1.30pm. This event will demystify financial protection, providing you with a good understanding of what to consider when thinking about putting financial protection in place.

Join an informal online session hosted by Chartered Financial Planners Malcolm Steel and Graeme McInally, where you will have the chance to learn about the basic steps in the investment planning and asset allocation process. Risk profiling, tax wrappers, fund and platform selection, what needs to be considered and in what order? Malcolm and Graeme will share their knowledge and answer any questions you might have.

The session will run from 12.30pm until 1.30pm on Tuesday 16th January 2024.

Join an informal online session hosted by one of our financial planners, where you will have the chance to learn about the key points of tax planning for high earners. We will share our knowledge and answer any questions you might have. The session will run from 12.30pm until 1.30pm on Wednesday 21st February 2024. 

We are delighted to invite our clients to attend our Spring Client Webinar on Wednesday 17th April from 12pm to 1.30pm. We welcome Sarah Robinson, Certified Retirement Options Coach, as our guest speaker for this event. 

In this webinar Sarah will share her advice on overcoming the seven biggest emotional and lifestyle concerns about retirement. Following Sarah's presentation clients will have the opportunity to ask Sarah their questions in a Q&A session. 

Are you an HR professional, employer or compensation & benefits specialist? Join us for a free lunchtime webinar on Thursday 23rd May from 12.30pm to 1.30pm to hear our views on the latest employee benefit trends and how these can impact your business. Our Client Strategy Director, Malcolm Steel, will host this online session, share his insights and will answer any questions you may have.

With so many different retirement paths available, choosing the right one for you is now even more important, but is becoming increasingly difficult. We want you to ‘retire well’ and invite you to our informative webinar taking place on Thursday 4th July 2024 from 12.30 - 13.30, hosted by two of our Chartered Financial Planners.

We are delighted be celebrating our 30th year, and to mark the occasion we would like to invite our clients to a drinks reception on Thursday 5th September from 6-9pm.  Clients will enjoy some refreshments, grazing plates and an optional tour, in a special whisky distillery.

We invite you to our free, informative webinar looking at the financial planning journey taking place on Tuesday 10th September from 12.30pm - 13.30pm. At this event we will outline what a financial planner does and how they can help you, the financial planning process, what to consider when selecting investments and points to consider when doing your own financial planning.

We are delighted to invite our clients to attend our Autumn Client Webinar on Monday 28th October from 12pm to 1.30pm. We welcome Roger Martin-Fagg, Behavioural Economist, as our guest speaker for this event.  In this webinar Roger will share his view on the economy. Following Roger's presentation you will have the opportunity to ask Roger your questions in a Q&A session. 

Looking for an employee benefit that can save money for both your business and your employees? Join us for a free online session about the benefits of pension salary sacrifice, and some top tips for introducing this to your team. 

We welcome Letty Gordon-Furse, CEO of The Spring Back Guide as our guest speaker for this webinar, which will cover gender pay gap equality, strategies for supporting mothers before, during and after periods of maternity leave, and the concept of 'Returnity'.

Join our free informative webinar where we will discuss the topic of intergenerational wealth, inheritance tax and other areas of financial planning that need to be considered when passing wealth within families. Our hosts for this webinar will be two of our financial planners.

With so many different retirement paths available, choosing the right one for you is now even more important, but is becoming increasingly difficult. We want you to ‘retire well’ and invite you to our free, informative webinar, hosted by two of our Chartered Financial Planners.

It is important to both live for today and plan for tomorrow, and striking the right balance can be challenging. If you would like some tips to help you to effectively plan for your financial future, you may be interested in joining our free, informative, lunchtime webinar. Our hosts for this event will be two of our financial planners.

We are delighted to invite our clients to attend our Spring Client Webinar on Monday 28th April from 12.30pm to 2pm. We welcome Nathan Sweeney, Chief Investment Officer of Multi-Asset at Marlborough, as our guest speaker for this event.