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 Monday 20th February 2023 from 12.30 - 13.30.

We are delighted to be hosting this client only event at the Scottish National Portrait Gallery on the evening of Thursday 23rd February 2023.  Clients will enjoy some refreshments and canapes in the stunning surroundings of The Great Hall and the Ambulatory, at this very special venue.

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 us for an informative, lunchtime webinar on Thursday 30th March 2023.

Join an informal online session hosted by Chartered Financial Planners Malcolm Steel and Graeme McInally, where you will have the chance to ask our experts your questions about personal finance.

We are pleased to announce that Hugh Gimber, Executive Director, JP Morgan Asset Management, has agreed to present. Hugh is a Global Market Strategist based in London. He is responsible for generating research-driven analysis on the global economy and markets, and communicating this to clients and the media across the UK and Europe. Hugh 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 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.

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.