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 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.

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.

Buying a home is one of the biggest financial commitments most people will ever make - and understanding how mortgages work, along with how to protect your home and family, is essential. If you're looking for clear, practical guidance, you may be interested in joining our free, informative lunchtime webinar.

We are delighted to invite our clients to attend our Autumn Client Webinar on Monday 27th October from 12.30pm to 1.30pm. We welcome Professor June Andrews, dementia expert, coach and author, as our guest speaker for this event.

We are delighted to invite our clients to attend our Autumn Client Webinar on Wednesday 29th October from 12.30pm to 1.30pm. We welcome Professor June Andrews, dementia expert, coach and author, as our guest speaker for this event.

We are delighted to invite our clients to attend our Tatton Client Investment Webinar on Thursday 22nd January from 12.30pm to 1.30pm. We welcome Sam Leary, Senior Investment Specialist at Tatton, as our guest speaker for this event.

We are delighted to invite our clients to attend our Marlborough Client Investment Webinar on Thursday 29th January from 12.30pm to 1.30pm. We welcome Nathan Sweeney, Marlborough's Chief Investment Officer and Raj Manon, Head of Investments - Multi-Asset, as our guest speakers for this event.

Looking for an employee benefit that can save money for both your business and your employees? Want to understand the changes announced to this benefit in the Nov 25 Budget? 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 invite you to our free, informative webinar, where we will cover financial planning with a special focus on areas most relevant to women. This webinar will take place on Wednesday 29th April  2026 12.30 - 13.15, hosted by two of our Chartered 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.

We are delighted to invite our clients to attend our Tatton Client Investment Webinar on Tuesday 18th August from 12.30pm to 1.30pm. We welcome Olivia Geldenhuys, Head of Investment Specialists at Tatton, as our guest speaker for this event.

We are delighted to invite our clients to attend our Marlborough Client Investment Webinar on Monday 24th August from 12.30pm to 1.30pm. We welcome Nathan Sweeney, Marlborough's Chief Investment Officer as our guest speaker for this event.

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.

Are you an HR professional, employer or compensation & benefits specialist? Join us for a free lunchtime webinar on Monday 21st September 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.