‘Female entrepreneurs in the private client industry’ by Alex Gibson-Watt
The private client industry has a reputation for being male dominated, however there are many, [...]
‘Five reasons why people don’t think life insurance is for them…and why they might be wrong’ by Jacob Fay in COVER Magazine
Our broker, Jacob Fay, has recently published an article with COVER Magazine. COVER is the leading industry [...]
Does protection get the level of attention that it requires? Podcast by Ken Maxwell in IFA Magazine
In a recent episode of the IFA Talk Podcast, our director, Ken Maxwell, joined Sue Whitbread and Brandon [...]
‘How can a gift inter vivos policy protect you from a potential inheritance tax liability?’ by Holly Hill published in FT Adviser
When making gifts to your loved ones, it is important to consider whether your [...]
Paula Steele “In the Spotlight” feature for The Month, Private Client Global Elite’s exclusive magazine
We are pleased to announce that Paula Steele’s “In the Spotlight” feature for The Month, Private [...]
International Women’s Day… Alex Gibson-Watt comments in IFA Magazine
Female entrepreneurs in the private client industry International women’s day provides an opportunity to not [...]
Paula Steele comments about ‘Property and life insurance: issues for UHNWIs’ in Citywealth
Our Broking Director, Paula Steele, recently spoke with Citywealth to consider the latest updates in the property sector [...]
‘3 powerful reasons indexation should be a priority for your clients in 2023’ in IFA Magazine by Holly Hill
Soaring inflation has affected many aspects of everyday life over the past 12 months, from [...]
The latest facial recognition technology: 3 reasons it might improve underwriting and benefit client wellness
Since the invention of the computer and the advent of the internet, technology has rapidly progressed, filtering into our [...]
Death and taxes: Why IHT problems might be solved by valuable protection
Death and taxes are two issues that all of our clients are guaranteed to face and it is highly [...]