Striking a balance with your investments is a key part of successful financial planning to ensure they remain aligned to your long-term financial goals.
Wealth management news
All the latest news and updates on Wealth Management from Window on Wealth and Thomson Cooper Accountants.
We are delighted to welcome financial planning specialist Gary Stirling to our Wealth Management Division. His appointment as the firm’s third advisor heralds our drive to increase the services offered and extend our reach across Fife and the Lothians.
Welcome to our latest Window on Wealth newsletter, featuring lots of articles including expectations for the year ahead, ‘special dividends’ and the rise of the ‘Late Financial Bloomers’.
The Rise in Environmental, Social and Governance Investing Total global investments in ESG have hit $1trillion (£705bn) since the outbreak of Covid-19.1 Investors are increasingly applying these non-financial factors as part of their analysis to identify growth...
The State Pension seems to be the logical place to start when it comes to Pension Awareness Day this year. The ‘New’ State pension came into force for all individuals who retire on or after 6 April 2016. In order to benefit from the state pension, you must have at...