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Webinar Recording: Will I have enough money to retire?

In this webinar we explain how easy planning for the future can be using some of our latest financial planning software. No matter how technology or investment savvy you may be, we are pretty sure this will make planning a lot clearer and simpler to understand for everyone.

Mark Harrison, head of our Wealth Management team, will explain the role of an Independent Financial Adviser (IFA). He will highlight how an IFA is much more than someone who helps with your investments and how finding someone with the right credentials and the right fit for you can lead to a long, successful relationship.

Finally, we welcome back Andrew Alexander who will provide us with his usual and unique summary of the financial markets.

In this webinar we will:

  • explain what to look for in an Independent Financial Adviser
  • demonstrate some exciting new financial planning tools
  • provide a roundup of the financial markets

Please note, this webinar is solely to provide information and is not intended to provide advice or enticement to invest.

Click here to watch the webinar

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News and Events

Summer Newsletter 2025

In our Summer newsletter we look at the the implications of 'Making Tax Digital for Income Tax'. We also highlight, 'Why We Are Requesting Your Records Earlier This Year' and touch on the Autumn Budget and planned Rural Seminars further into the year.
In addition we share news of two new Partners and two new Independent Financial Advisers within the practice.

Summer Show Review

The annual agricultural shows across East Lothian, the Borders, and Northumberland offer a great chance to catch up with our clients and associates. We were pleased to support both the Haddington Show and the Border Union Agricultural Show again this summer.

Staff News

We welcome new colleagues, congratulate long service and achievements, and wish good luck to a retiring colleague.

Making Tax Digital for Income Tax

From April 2026 HMRC is introducing a new method for sole traders and landlords to report income and expenses, called ‘Making Tax Digital for Income Tax’.