20 February 2020

Anna Murdock discusses our wealth planning services

by Anna Murdock

Head of Wealth Planning

"Baby boomers will be looking at whether they have sufficient income for retirement, possible care costs and how to pass down wealth to their children.” Anna Murdock discusses our wealth planning service.

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.

Related articles

Meet Antonia, Senior Investment Manager at our Leeds office. In this video she provides her insight on the biggest risks for investors and how she's adapted to fulfill her client's needs since…

At the end of the year, the scoreboard looks good and we are pleased with the performance of the funds but one year performance numbers tell only a fraction of the story and this is no time for…