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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

Global Market Commentary – June

2024 always promised to be a busy year for elections, with one half of the world’s population heading to the polls. As far as financial markets are concerned, political surprises have now bubbled up in several countries within a short period of time. With much still to be decided by voters, there is greater uncertainty in the short-term investment outlook. However, inflation remains on a declining path in the UK, US and Europe, while economic growth appears strong.

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