


Becoming an Equity Partner: A Guide to Tax, Pensions & Wealth for Legal Professionals
As Lawyers progress their career, they may have the opportunity to become an Equity Partner in the legal firm that they work for. Many legal firms operate as a Limited Liability Partnership (LLP). This means that an Equity Partner will have a self-employed status. Whereas

Free Financial Health Check Clinics 2025 (Glasgow)
Free Financial Health Check Clinics: Your Path to a Secure Financial Future We’re excited to offer free, face-to-face Financial Health Check Clinics in 2025. These sessions are perfect for anyone looking to have a dedicated chat with one of our qualified financial planners about your

Ready, Set, Retire (Aberdeen) 6th November 2024
Thank you to everyone who joined us for Ready, Set, Retire on Wednesday, 6th of November at the Village Hotel in Aberdeen! The evening, hosted by Financial Planners Alana Davidson and Andrew Groseneill, alongside guest speaker Andrew Grant from Blackadders, was dedicated to helping you prepare for

Aberdeen Seminar: Ready, Set, Retire
Thank you to everyone who joined us on Wednesday May 15, 2024 at 18:00 at the Leonardo Hotel and Conference Venue, Aberdeen Airport for an evening dedicated to helping you prepare for retirement. We engaged in topical discussions such as: Navigating the unknown in your

Encouraging the Next Generation into Good Financial Habits
With the cost-of-living crisis, increasing rates of inflation and rising mortgage costs, financial advice is not limited to those planning, or enjoying retirement. There are many reasons to seek out financial advice when starting out, to secure a comfortable financial future. Financial Planner Andrew Sutherland,

Assessing your Investment Risk Tolerance
Before investing a penny, both you and your financial planner must agree on dealing with the inherent risk of investing. However, many clients cannot communicate their attitude to risk because they have never thought about it and do not know the risks of investing. What