Welcome to the latest edition of our wealth management newsletter.
Intergenerational Planning – support for the coming generations and ensuring wealth passes efficiently to the right individuals at the right time have become increasingly important dimensions.
Retirement – reaching your financial happy place
COP27 – climate change for investors
and much more.
We offer a range of wealth management services. Contact Head of Wealth Management Bruce Hendry or Chartered Financial Planner Richard Libberton if you require assistance with your personal, family and business financial planning.