Join our Family Wealth team for our latest CPD event, ‘Family Wealth & Philanthropy’ – an engaging and informative seminar tailored specifically for legal professionals. This seminar aims to highlight the value of collaboration between legal professionals and financial planners in delivering effective, holistic support
Thank you to everyone who came along to Ready, Set, Retire on Wednesday 5th March 2025 at the Village Hotel in Aberdeen! The retirement seminar, hosted by Financial Planners Alana Davidson and Andrew Groseneill, alongside guest speaker John Dargie from Blackadders, was dedicated to helping you prepare for retirement. We explored:
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
Upcoming Dates 20th January 2025 21st January 2025 22nd January 2025 23rd January 2025 What to Expect Time: 12:00 PM – 2:00 PM Format: By appointment only. We can help you: Assess your current pension and investments. Explore retirement strategies tailored to your
We are delighted to announce that we have been awarded the prestigious title of Accredited Financial Planning Firm of the Year at the recent Chartered Institute for Securities and Investment (CISI) awards ceremony held at the Old Trafford Cricket Ground, Talbot Road, Manchester on Tuesday
The Future of Financial Planning and Risk Management – Celebrating Excellence event in Aberdeen held on 3rd October in Aberdeen, strengthened ties between member organisations and local schools, colleges and universities through exhibition stands and networking opportunities. The evening was organised by the council of
