11 Search results for ‘hamish polar bear’

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Sponsored: Money Matters – Tax Wrappers

August 26, 2019

INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY When we save for the medium or long-term, we need to decide which product or “tax wrapper” to invest into.

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Sponsored: Money Matters – Investment Platforms

September 24, 2019

INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY In years gone by, the most common way to hold shares in companies listed on the stock exchange would have been to receive a share certificate. The share certificates were issued by company Registrars who kept a list of all the shareholders of an individual company. Investments made in Unit Trusts were usually held directly with the fund provider and the company would issue statements on a regular basis.

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Sponsored: Money Matters – What will your future look like?

January 22, 2020

INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY Financial planning is the process which helps you meet your financial needs today and reach your dreams and goals tomorrow. Whether you’re in the process of building your wealth, or if you’re near or already in retirement, a conversation with an Independent Financial Adviser can make financial planning more manageable.

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Sponsored: Money Matters

March 21, 2019

INDEPENDENT FINANCIAL ADVICE ON MONEY MATTERS AROUND THE HIGHLANDS, ISLANDS & MORAY ARE YOU SPENDING ENOUGH TIME PLANNING FOR RETIREMENT? New research from one of the UK’s leading pensions and investment companies, found that over 45’s are spending longer planning a holiday than their retirement. (Source LV planning for retirement report)

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