Events

 

Join us at one of our upcoming events.

 
 

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Public Event: How to Retire Well webinar

Online

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.

Client Event: Evening reception at the Scottish National Portrait Gallery

Scottish National Portrait Gallery 1 Queen Street, Edinburgh

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.

Public Event: Planning for your financial future webinar

Online

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.

Public Event: Ask a Chartered Financial Planner webinar

Online

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.

Client Event: Spring 2023 Investment Forum webinar with JP Morgan Asset Management

Online

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.

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