Congratulations to Hannah Bass

We are proud to share that Hannah Bass, from our Wealth Department, has been awarded The Certificate in Paraplanning Prize for her exceptional performance in the 2024 examination year.

Hannah achieved the highest result in the Certificate in Paraplanning and was recognised at the prestigious Chartered Insurance Institute, Education Award ceremony held in London on 17th October 2025.

She was presented with a certificate and prize money in recognition of her outstanding achievement.

Well done, Hannah—your dedication and excellence are truly inspiring!

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News and Events

Blog

26 January 2026

Spotlight on GWA Asset Management (GWAAM) who manage the Qualis Funds.

This week, we are turning the spotlight onto GWA Asset Management (GWAAM), the team behind the MGTS Qualis Funds. Across…

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News

14 January 2026

Scottish Budget 2026/27

Shona Robison’s final Scottish Budget for 2026/27 was delivered yesterday after a delay caused by the late UK Budget, marking a pivotal moment ahead of the May Holyrood elections and her departure from frontline politics. The Budget sets out tax, welfare, and public‑service plans that will shape Scotland’s political debate over the coming months.

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Blog

6 January 2026

Market Commentary: 6 January 2026

We enter 2026 with US stocks dominating the global market while trading on expensive valuations. A small number of tech stocks account for a large portion of US returns and they are increasingly tied to the fortunes of the AI industry. These are certainly risks to be aware of.

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Blog

5 December 2025

Market Commentary – 5 December 2025

Stocks had a small dip in November, before recovering back towards their previous highs. The longest US government shutdown in history had a negative effect, before coming to an abrupt end and allowing stocks to rally.

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