We are delighted to announce that our CEO, Adrian Murphy, has today been appointed to the Board of MND (Motor Neuron Disease) Scotland. His role will be to assist the Charity in achieving its many objectives. MND Scotland’s work includes fundraising, research and providing physical, financ...

We won!!!!! Last week saw the 2020 edition of the Money Marketing Awards and with us easing out of lockdown it was virtual ceremony this year. However, that meant the whole team could be there this year…and what a year for it! We were over the moon to sweep the boards and pick up both awa...

You may have heard us talking about Life Planning recently. We want to make sure that you get the opportunity to understand why Life Planning could be a game-changer for you to achieve your goals and be truly fulfilled. Invitation to our webinar: Your life plan and why it matters now Dat...

In the 1930s an Ohio lawyer named Benjamin Roth kept a detailed diary about what he saw during the Great Depression. When the depression had mostly passed, he summarised a few points he had learned from the debacle and wrote: "Business will always come back. It will remain neither depress...

Why let someone else help you manage your finances when you could just ‘do it yourself’? In times like these, it is amazing to see the amount of support we are giving each other to support and help get through challenges. Sometimes we all need a second opinion, and as financial planners, ...

We are absolutely delighted to be shortlisted in this year's Money Marketing Awards for Small Advice Firm of the Year AND Next Generation Advice Firm of the Year! The Money Marketing Awards attract the financial industry’s brightest stars to recognise and share the achievements of their f...

This article will provide an introduction to behavioural finance, as well as details to our introductory webinar with behavioural insights partner BE-IQ.  Irrespective of who you are and your psychological make up, you can’t help but feel some degree of worry or sensitivity to what is goi...

We might all be working from home, but the lock-down won’t stop us from welcoming our newest team, and Board member. A Chartered Accountant by trade, John Moran joins us as our new Commercial Director, looking after our finance and working on areas of our business development too. CEO Adri...

Helping you break down ‘Finance’ Finance can sometimes seem like a big word right? What does it all mean? Well don’t kick yourself about not knowing how to manage your money, or where to even start. There’s a lot to navigate and understand, and it’s not always easy to get all your answer...