Skip to content

Quality Advice Quality Service

Show / hide the search form Menu

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

Back to News and Events

News and Events

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.

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.

Staff News

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

Christmas and New Year Office Hours

Our Office opening hours during the festive period are as follows: