Window on Wealth Winter 2023

Welcome to the latest edition of our Window on Wealth Winter 2023 newsletter.

This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors –

Strategic investment focus – battling inflation and indentifying opportunities

Where is the best place to retire?

Beat the tax chill – ‘stealth’ announcements and the importance of planning

Giving your children a helping hand

Time for a retirement reboot?

and much more.

Click here to download your copy.

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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Christmas 2022 Office Closure Dates

Our Dunfermline & Edinburgh offices will close at 5pm on Friday 23 December 2022 and will re-open on Wednesday 4 January 2023. Thanks to our staff, clients, suppliers and business connections for the support you have shown us in the last year. It is greatly appreciated. 

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