Yesterday, the Drumnor Progressive portfolio was placed second out of 342 growth portfolios for performance to the end of December. This is based on three-year performance data from Defaqto. Again, congratulations to the Drumnor team for achieving these results and recognition. To read the FTAdviser article which was originally published on the 11th February 2026,…
Continue Reading
Considering the later years of your life is an essential part of financial planning, especially when it involves how your assets will be distributed after you pass away. Many people think about gifting their dependents or family members an early inheritance. However, this requires careful planning and a solid understanding of inheritance tax rules to…
Continue Reading
The Drumnor Model Portfolios (MPS) came out top in terms of performance in 2025 for three categories and were highly placed in the other sectors in a report published by Trustnet. Trustnet are a leading financial research website, and these results take into account around 1,500 different models. To read the Trustnet article which was…
Continue Reading
Our very own Chartered Financial Planner, Adam Rutter, appeared in the Financial Planning Today Magazine. To read the full article, click here (pages 16-17)
Continue Reading
We’re thrilled to unveil the latest addition to our website: a dedicated resource on long-term care planning. From practical guidance on finding care to understanding the importance of a power of attorney, and even tackling common misconceptions, we’ve created a space to help you navigate this crucial aspect of financial planning. Check it out and…
Continue Reading
After more than three decades of providing expert financial advice, Andrew Hannay has retired. A retirement celebration was held at our Melville Street, Edinburgh office with colleagues, clients, family and friends. Throughout his career, Andrew has guided countless individuals and businesses through their financial planning, often building lifelong relationships with clients who have become friends…
Continue Reading
We are delighted to announce that with effect from 27th September, we have acquired Robson Macintosh & Company Limited of Manor Place, Edinburgh (RobMac) and welcome them to the Thorntons Wealth family. For existing RobMac clients, you will be contacted shortly with further information about what this means for you. If you have any queries…
Continue Reading
If you are in your 40s or 50s, you have likely contributed to a pension for quite some time. Over the years, you may have accumulated multiple employer workplace pensions. However, when did you last thoroughly examine your pension and retirement strategy? Having a documented retirement plan can help you feel more prepared for this…
Continue Reading
If you’re working, you probably don’t spend much time thinking about what would happen if you couldn’t. It’s easy to assume that life will continue as it is—steady income, bills paid on time, savings growing. But what if illness or injury took you out of work for an extended period? How would you manage? Income…
Continue Reading
As we approach the new government’s first budget on 30th of October it is natural to feel a mix of curiosity and concern about what changes might be on the horizon. There has also been significant speculation in the media, we felt it was important to reach out to our clients to provide an insight…
Continue Reading