The evolving circumstances of the workforce, including staff turnover and life events, emphasise the need for regular pension updates, and external economic changes and market shifts since 2019 highlight the importance of reviewing the suitability of the default fund. Hear from Andy Eason, Director of
In a publication in The Press & Journal, Chartered Financial Planner Alana Davidson considers the often grey area around money and adult children. A recent study reveals that one in 10 parents has taken on a second job to financially support their children, with 75%
In June 2023, David Gow, Andy Eason and Evan Duffus headed for the greens of Meldrum House Country Hotel & Golf Course to take part in the Grand Slam Rugby Legends Charity Golf Day. Raising money for causes that are offering vital support to Ukraine, the event was hosted by Willie
In June 2023, some happy helpers took to Aberdeen beach as part of our continued support with East Grampian Coastal Partnership‘s ‘Turning the Plastic Tide’ project, collecting 87.5kg of litter! The initiative also organises public beach cleans throughout the year for those who wish to get involved,
Preserving and growing wealth and thriving family businesses have a vital role to play in strengthening the wider Scottish economy – Hear more from Director Rhian Morgan as she talks about the importance of protecting family wealth in an interview with The Scotsman. The full
In her recent interview with The Herald, Laura Crowe, Regional Manager and Chartered Financial Planner at Acumen Financial Planning, emphasises the significance of starting retirement savings early for greater peace of mind in the long-term planning process. Despite recent waves of uncertainty, including the Covid-19
A common misconception is that the start of retirement will just fall into place. But, the reality could not be further from the truth. Speaking to the Press & Journal, Nigel Saunders discussed how, with the right advice and information, anyone can plan and prepare
