Videos

These are undoubtedly challenging times for our families and our businesses. During these past weeks, I have been sharing regular videos with my clients to provide them with key updates and information that I believe will be helpful during these unprecedented times. Please find below the links to some of these videos.

Introduction to our First Client Video and General Financial Housekeeping Tips (April 23th 2020)
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What are Fund Managers doing at this time? (April 30th 2020)
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Introduction to our Cash Flow Modelling Tool, Voyant (May 7th, 2020)
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Overview of the Main Tax Exemptions and Allowances that have changed for the new Tax Year (May 14th 2020)
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Financial Protection – The Importance of a Robust Financial Safety Net (May 28th 2020)
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Introduction to a Cash Deposit Platform provided by St. James's Place preferred supplier, Flagstone (June 4th 2020)
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Making the most of your Online Wealth Account – Client Online Services (June 11th 2020)
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The Importance of Financial Education for Children (June 18th 2020)
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The Importance of Reviewing your Pensions and Retirement Plans (July 2nd 2020)
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