(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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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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Members of staff at the Dundee headquarters and Edinburgh office of wealth management firm Thorntons Investments have raised more than £1,300 for a charity which researches the causes of cot death and offers support to bereaved families. The Scottish Cot Death Trust was founded in 1985 and is the only charity of its kind…
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So, the day has finally dawned, retirement is here, no need to set the alarm clock for 6am every morning, no need to force yourself out of bed on a cold dark winter’s morning ..…. so far so good. On the downside there will also no longer be a salary hitting your bank account every…
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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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The Chancellor, Philip Hammond, yesterday delivered what is expected to be the last UK Budget before Brexit. In a speech which signalled the end to austerity, Mr Hammond announced measures aimed at supporting businesses, infrastructure and the NHS. The main announcements are summarised below, and our detailed analysis can be found here. It is worth…
Continue ReadingWealth 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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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…
Continue ReadingThis 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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The financial services industry is one of the most highly regulated sectors in the world. That’s a good thing because it means that professional practitioners are held accountable for the service and advice they give to clients. But the increase in regulation has had undesirable consequences as well as benefits. It is important that we…
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