Our September 2023 Financial Wellbeing Blog is Now Available

As we bid farewell to the sun-soaked days of Summer and begin to embrace Autumn's crisp air, it's the perfect time to check in on your finances. Just as the trees begin shedding their leaves, now is the opportunity to let go of any financial deadweight you may be carrying!

In September's edition of our Financial Wellbeing Blog, we recap on our recent charity fundraising events - Douglas McCrea's Annual Charity Walk and the McCrea Charity Dinner and Wine Tasting evening - and explain the newly introduced charity element of the Partick Thistle & Glasgow Warriors Player of the Month awards!

The main body of the blog discusses the opportunities that you may have to add to your pension pot, while we also look at whether Over 50's Life Insurance would benefit you. 

We round off the blog by giving you the chance to win a luxury two-course lunch with drinks for two at one of Glasgow's finest steak and seafood restaurants, Gōst!

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.