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On-demand events

View our collection of on-demand events and webinars, brought to you by our wealth management specialists and featured guests.

Summer webinar: Has election fever positively impacted our client investment portfolios?
18 July 2024 in Latest market updates, On-demand events, Investing

In this webinar we discuss the UK election results, their effect on market and economic activity and where they think investment opportunities lie in the next quarter of 2024 for our client portfolios.

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Succession: Your guide to managing inherited wealth
17 June 2024 in Inheritance, Wealth/financial planning, On-demand events

Sarah Windsor-Lewis, Financial Planner, talks about how to manage an inheritance.

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Succession: Your guide to passing on your wealth
17 June 2024 in Inheritance, Wealth/financial planning, On-demand events

How you pass on your wealth and plan your succession can be, ultimately, the way you maximise and preserve your legacy. But it’s often a complex journey when walked alone.

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Your guide to investing close to retirement
17 June 2024 in Retirement & pensions, Wealth/financial planning, On-demand events

As your retirement approaches, your previously organised plans may need revising with the help of advice and a personal Wealth Planner.

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Your guide to investing during retirement
17 June 2024 in Retirement & pensions, Wealth/financial planning, On-demand events

Making your money work the best for you doesn’t stop once you’re retired. Continuing to grow your wealth after finishing work can be vital to ensure your legacy. 

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.