May 2023

Why we should talk about Protecting and Growing Family Wealth

Good financial planning is important to families at all stages of their lives. That could be those looking to help younger people find their feet, or those preparing to hand a business over to their children.

Preserving and growing wealth and thriving family businesses have a vital role to play in strengthening the wider Scottish economy.

Hear more from Director at Acumen Financial Planning, Rhian Morgan as she talks about the importance of protecting family wealth in an interview with The Scotsman.

The full interview can be accessed here.

Published in The Scotsman, Thursday 18th May 2023.

The information within this content is for information only and should not be looked upon as advice or recommendation. Clients should seek appropriate guidance from their financial planner.

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