Private Clients News

14 Mar 2019
UK Government Spring Statement 2019

UK Government Spring Statement 2019

There can seldom have been such little interest in a set piece UK Government announcement as was afforded the Chancellor’s Spring Statement yesterday.  Large spaces on the green benches in the House of Commons, reduced to an afterthought on the main news channels last night and a lack of column inches in today’s newspapers tells…

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18 Dec 2018

In Your Shoes – Susan Bennett

(This article first appeared in the Dundee & Angus Chamber of Commerce website, 17th December 2018).   Monday Well its Monday morning. I skip into work feeling very smug with myself as I have spent the weekend writing Christmas cards and wrapping gifts. I smugly tell my Financial Planning Colleagues I think I am ready…

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29 Nov 2018
Income Protection Insurance

Income Protection Insurance

Many people think being a financial adviser involves providing advice to clients on investments and saving for retirement.  Whilst this is true, perhaps the most important aspect of any adviser’s job is to ensure our clients have suitable protection in place to safeguard their own, or their family’s, lifestyle in the event of long-term ill…

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6 Nov 2018
Client Experience – How was it for you?

Client Experience – How was it for you?

Everything we do is centred around our clients.  As we approach our fourth anniversary, we have launched a new client service programme to review and improve all our client focused activities.  We now have around 1,000 active clients and during November we are inviting all clients to participate in a survey to help inform us and…

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