Category: Past Events

Thank you to everyone who joined us on Thursday 26th September from 12pm at The Caledonian, Edinburgh to explore the crucial collaboration between legal professionals and financial planners in serving client families effectively. The aim of this lunch & learn is to provide insight and

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