Private Clients News

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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25 Oct 2018
Thorntons Investments recognises economic value of Gaelic

Thorntons Investments recognises economic value of Gaelic

Wealth management company Thorntons Investments has underlined its support of Scotland’s Gaelic community by sponsoring the Gaelic as an Economic Asset category at the Scottish Gaelic Awards which take place in Glasgow in November. Now in their sixth year, the Scottish Gaelic Awards celebrate all aspects of Gaelic language and culture. This is the third…

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12 Sep 2018
Our ageing population

Our ageing population

We are living longer. Fact. Around 700,000 people celebrate their 65th birthday each year in the UK, and, by 2024, there will be 18 million people over the age of 60 (https://www.ageing-better.org.uk/living-longer) What are the challenges of this ageing demographic? Stewart Taylor shares his opinion on whether living longer is a good thing: I’m sure…

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29 Aug 2018

Fabulous opportunity for a young musician to compose new work

  This summer we’ve teamed up with an organisation that promotes traditional arts across Scotland to provide a fantastic opportunity for a young musician to compose new music, to be performed at this year’s Blas Festival < https://www.blas-festival.com/ > which celebrates the Year of Young People 2018. Fèisean nan Gàidheal < http://www.feisean.org/en/ > supports 47…

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