Your wealth goals don’t just have to be long term. Life is not a linear journey, and you may need to be working towards multiple goals.
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Managing your finances properly doesn’t just have to be focused on the long term and there are significant benefits to planning to achieve your wealth goals, and particularly since the future is inherently uncertain. Meanwhile, any financial decision is likely to have implications for you and your family in the short, medium and long term. For us, that means a combination of investing, structuring and people’s expertise.
After the end of each quarter, we invite you to join a webinar hosted by David McFadzean, our head of wealth management, with Andrew Yeadon, our chief investment officer. We review the major events, how we positioned and changed portfolios and what our base case scenario is for the next 12-18 months.
Join us online for a 30 minute discussion, with the opportunity to pose your own questions to our experts.