Window on Wealth newsletter Autumn 2022

Welcome to the latest edition of our wealth management newsletter.

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Intergenerational Planning – support for the coming generations and ensuring wealth passes efficiently to the right individuals at the right time have become increasingly important dimensions.

Retirement – reaching your financial happy place

COP27 – climate change for investors

and much more.

 

We offer a range of wealth management services. Contact Head of Wealth Management Bruce Hendry or Chartered Financial Planner Richard Libberton if you require assistance with your personal, family and business financial planning.

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