In an era when job changes are common, millions of people in the UK risk losing touch with their hard-earned retirement savings. New research highlights a concerning gap in financial awareness, with many individuals potentially missing out on a significant part of their future income because pension pots from previous jobs have been forgotten. The…
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An Individual Savings Account (ISA) is highly effective for anyone looking to save or invest money in a tax-efficient way. An ISA functions as a wrapper that shields your savings and investments from tax. Any interest, capital gains or dividends earned within an ISA are completely tax-free, enabling your money to grow more efficiently than…
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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)
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Half of the UK’s working population believes they would feel more financially resilient if they had income protection insurance in place. Despite this, only about a quarter of workers currently hold a policy[1]. The findings emphasise a growing concern across the UK workforce: while many recognise the importance of safeguarding their income, few have taken…
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As someone who proudly represents Thorntons Wealth and also founded Trilogy CC, I’m delighted to share that Thorntons Wealth will be one of our official sponsors for the 2025/26 season. This partnership marks an exciting step forward, not just for me personally, but for the growing community of riders who make Trilogy CC such a…
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Last week Emily Loudon chaired the Careers in Finance Panel at University of Edinburgh Business School, held in partnership with The Chartered Institute for Securities & Investment (The CISI). The event brought together professionals from a range of roles across the finance sector to share experiences and practical advice. The key messages that came out…
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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…
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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…
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