Author: Duncan Orr

“Planning is bringing the future into the present so that you can do something about it now.” Alan Lakein...

Historically, travel in retirement often meant golf trips, cruises, cultural weekend trips and winter sun beach breaks, however there...

Investing internationally can bring many advantages to a portfolio It can provide exposure to different economic cycles, inflation rates...

Numerous studies of clients working with Independent Financial Advisers confirm that one of the major perceived benefits for these...

Each quarter we share the Asset Class Commentary written by Alistair Meadows IMC CFA, Investment & Research Analyst The...

“You will always hate something in your portfolio. Really, really hate it”. James Osbourne (Bason Asset Management) October 2014....

Sailing the tides 13th April 2018

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and...

Updated guidance for Attorneys making gifts Attorneys using a Lasting Power of Attorney (LPA) or an Enduring Power of...

Navigating the care home system Funding and sourcing Long Term Care is becoming a major concern not just for those...

There’s no doubt hyperbolic headlines depicting the recent falls on the world’s financial markets are potentially anxiety-inducing. With the...