Rhian Morgan, Director, Chartered and Certified Financial Planner, is delighted to win the ‘Best Female Financial Advisor’ at the BWS Women in Finance Awards 2025. The awards, held on Thursday 22nd May in Glasgow, were hosted by TV journalist and broadcaster Rachel McTavish, at the
“I already have an Inheritance Tax plan – do I need a new one?” The answer is yes – inheritance tax (IHT) planning isn’t a one-time process. Both tax laws and personal circumstances can change over time, making regular reviews essential. As an example, take
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 for an informal chat with one of our qualified financial planners about your retirement
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
Budget brings changes for planning Retirement, Pensions and Capital Gains Tax. Further to the Autumn Budget this week and as with previous budgets, the devil is in the detail. Our role as financial planners and advisors is to navigate our clients in the right direction,
