INSURANCE PREMIUM TABLE JUNE 2020
Other Insights
IHT planning: Interview with Jonathan Morris and IFA Podcast
Our Senior Associate, Jonathan Morris, spoke with Brandon Russell and Sue Whitbread about a crucial part of your clients’ estate planning - IHT planning. They also discussed PETs and the importance of gift cover. As a specialist in these [...]
Money Marketing in conversation with Ken Maxwell…wealth protection for HNW and UHNW individuals
The Money Marketing Podcast is a definitive guide to the biggest issues in financial planning and, recently, our Director, Ken Maxwell, spoke with Kimberley Dondo for their latest episode. They covered: Wealth protection for HNW [...]
Paula Steele has been featured in the Spear’s 500
We are delighted that our Director, Paula Steele, has been featured in the Spear’s 500, a guide to the top private client advisers and service providers for HNW individuals. She has also been ranked as a [...]