News Articles

Coffee and Collaboration

10 Nov 2023

Director of Wealth Professional, Douglas Mitchell, popped along to AEGON’s offices at the Gyle recently, for some ‘coffee & collaboration’.

Who is Luke Crosbie’s ‘Phone a friend’?

04 Sep 2023

Luke popped into Wealth Professional’s offices last week to say Bon Voyage which gave the team an opportunity to wish him the very best of luck! We also grabbed a coffee and croissant and Douglas & Abbie put together a quick Q&A we can share with you. It all kicks off on Friday so here’s to a great men’s RWC for Scotland and the home Nations.

Frozen IHT threshold widens the net for those affected

18 Aug 2023

IHT Receipts are on the up and The Treasury has collected £2 billion between April and June. The rising trend is set to continue with the Office for Budget Responsibility estimating by 2027/28 receipts will reach over £8 billion a year.

Congratulations, Jo!

08 Aug 2023

We are delighted to announce that Joanna Samuel has achieved fully qualified Financial Adviser status following her successful completion of our Graduate Trainee Adviser programme.