Category Archives: Wealth Management

Advice and general posts on all matters of Wealth Management

Scottish Budget 2018 – A bold budget, couched in uncertainty

Derek McKay’s job is like being in opposition. He can commit to spend what he thinks is best, and if the income doesn’t come in, he can point to the UK Government. As expected, he also suggested that whatever plans are in place are subject to change if and when the outcome of Brexit is […]

Money education for the iGeneration

Wealthflow Money Coach Programme

Today’s fast-paced society and economy is such that all of us, particularly the iGeneration, are facing more and more money decisions.  At Wealthflow we are often asked by parents and grandparents: How do we best put money aside for our children? How can we be sure they’ll use the money responsibly? How can we provide […]

Budget Summary Key Issues Autumn 2018

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Please find summary document of the key issues arising from yesterday’s budget for your information. Kindly prepared by our own accountants, CHD Chartered Accountants & Tax Advisors. See 2018 Autumn Budget Wealthflow LLP › Should you have any questions arising from the points mentioned, please do not hesitate to contact Duncan Glassey direct on 0131 247 6745. For […]

Is past performance a guide to future results?

One of the biggest challenges I faced during the early years of my career as a financial planner, prior to establishing Wealthflow LLP in 2007, was finding an investment proposition to complement a long-term, strategic approach to financial planning. Too often, I found myself apologising to clients when their investments did not meet our – […]