Our November 2023 Financial Wellbeing Blog is Now Available

The nights are drawing in, and the temperature is dropping with the clocks having just rolled back. As we anticipate the joy of Christmas, it's essential to plan ahead, especially considering the potential financial demands of the festive season. 

In November's edition of our Financial Wellbeing Blog, we reveal the latest award nomination that McCrea have received, provide an update on the charity element of the Partick Thistle and Glasgow Warriors Player of the Month awards, and also announce our next charity fundraising event!

The main body of the blog focuses on the next generation of your family; the steps that you can take to secure your child or grandchildren's financial future are looked at, and we explain how you can preserve your wealth to reduce the risk of leaving loved ones with a larger tax bill than necessary. 

We round off the blog with our latest competition, where you have the chance to win a delicious three-course meal with drinks for two at Glaschu

To find out more about all the above, you can read the full update here, and please do get in touch for a no-obligation friendly chat if you would like to find out more about how we can help you with your financial goals.