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Webinar Recording: How to protect your investments for your family and those you love.

In this webinar, take a look under the bonnet of the investment process – explaining how we research, measure performance and monitor investment funds.

Following our last webinar when Joe O’Brien provided advice on Business Protection, Joe will be taking a look at Personal Protection. Joe will outline the options available, depending on your individual needs and aspirations.

Finally, Andrew Alexander will be back with a round up on the financial markets.

Topics in this webinar include:

  • how we construct and maintain client portfolios
  • personal protection – how it can provide peace of mind and the different types of policies available
  • a financial market update including the effects on the technology and clean energy sectors

Click here to watch the webinar

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News and Events

COVID-19: Summary of Financial Support Measures – last updated 28 January 2022

This article summarises the current business support measures the UK and Scottish governments, along with other NGBs and organisations have introduced as a result of the COVID-19 outbreak.

Webinar Recording: Your guide to your tax year end allowances

Let our team guide you through the main tax saving and investment options available up until 5 April, including ISAs, pensions and gifting.

Global Markets Performance Update – 2021 Quarter 4

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