Our webinars

David McFadzean, head of wealth management, and Tom Caddick, chief investment officer, examined the events of Q1 2022 and discussed their impact on financial markets, what this could mean for investors over the coming months and how our portfolios are positioned to respond.

Watch our investment webinar, where our chief investment officer, Tom Caddick, and Rebecca Cretney, investment counsellor, looked back on the year that was and summarised what could be the key themes for investors in 2022.

David McFadzean joined Marcus Dixon of LonRes and Mark Francis and Jane James of London’s Surveyors and Valuers to discuss the current state of the London property market, what the stories are behind the news headlines and what homebuyers and investors might expect to see in the coming months.

In two separate short videos, Rebecca Cretney highlights the impact of inflation on investment portfolios, including how it can be mitigated for clients who seek lower levels of risk, as well as for those comfortable with higher levels of risk.

John Williams was joined by Andrew Robins from RSM UK as they discussed the announcements from Rishi Sunak’s 2021 Autumn Budget, as well as the other details published before, to flag what they mean for UK tax payers and their families.

John Williams, head of wealth planning, joined Simon Prescott, senior wealth planner as they explained what clients should be aware of as they transition from a career, or running a company, to retirement, and how they might achieve financial success in a phase of life called decumulation.

Rebecca Cretney was joined by Tom Caddick on 7 October at 12.30pm UK time to discuss recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

David McFadzean was joined by Tom Caddick as they discussed recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

David McFadzean joined Marcus Dixon of LonRes and Rob Cohen of the MJ Group to discuss the current state of London's residential property market, what's been behind the news headlines and what to expect in the coming months.

Family law, and specifically divorce law, as with all other aspects of life, have been significantly impacted by recent events. We discussed those changes and how these are affecting our clients in a webinar with a couple of the family lawyers at Stewarts,.

Our panel of experts flagged the breadth of the conversations people should be having before, during and after a divorce, noting there are more conversations to have than the legal and financial ones.

During a 30 minute update, we looked at the types of scams that fraudsters and cybercriminals are currently running and how people are far too easily duped.