Skip to content

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

Back to News and Events

News and Events

Your may be eligible for an East Lothian Business grant

If you are based in East Lothian and are an established business or newly self-employed you may be entitled to a business grant of up to £20,000

COVID-19: Summary of Financial Support – last updated 1 July 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: What you need to know about inheritance

12 July 2022

Research and Development Relief – More Trial than Success

HMRC is increasing checks on R&D tax credit claims to stop the abuse of the relief. Find out in simple terms if your business could still benefit from R&D tax relief.