Wealth Wise

This month we get down to brass tacks with Richard Wilson, CEO at interactive investor and of Personal Wealth abrdn. Richard shares his outlook on financial planning, his personal motivations and key insights into his own financial behaviours.

In this month's podcast, Fraser Kerr is joined by two members from our Advice Team, Gavin Park and Keith Dunsmuir. They discuss the behavioural psychology behind having a financial plan in place, the importance of saving early, and how you can inspire younger family members to save regularly.

At abrdn, our financial planning advisers work closely with experts across the group to deliver clients with a comprehensive and holistic service. In our latest episode Fraser Kerr is joined by MyFolio Investment Managers Justin Jones and Daniel Reynolds, as they discuss essential topics such as, passion and purpose, the MyFolio fund range, sustainable investing and market expectations.

In our latest episode Fraser is joined by Keith Dunsmuir, Senior Financial Planer, to discuss a recent manifesto from abrdn’s CEO, Stephen Bird, who challenges common perceptions and sheds light on the power of long-term focus. Discover how having a proactive engagement with savings, and getting into a good savings mentality, could transform the financial journey you, your family or friends have in the future.

Lizzy Galbraith and Shona Lowe join Fraser to discuss the year head and what to expect from 2024, looking at potential pitfalls, opportunities, and why your focus should really be on what you can control and influence with regards to your financial plan .

Fraser Kerr is joined by Managing Directors, David Murray and Martin Young. We discuss family life, why the leaders of our business love what they do, and delve into the world of gifting to look at the impact financial gifts can have on loved ones.

In this episode, we cover the political landscape just now and delve into party conferences, uncertainty, unknowns, and ultimately how this could all have an impact on you and your finances.

We explain how Inheritance Tax actually works and how the team at abrdn can help you make better decisions about your estate planning, all with the goal of ensuring that your loved ones are taken care of.Fraser Kerr, Regional Director, hosts Laura Marshall, Financial Planning Director and Vanessa Hutchison, Senior Private Client Adviser.

Global events continue to show that the only constant in life is change, and in this episode, we discuss the impact of investments for our clients in the context of an ever changing and very different landscape to that five years ago. Fraser Kerr, Regional Director, hosts guests Lizzy Galbraith, Political Economist and Derek Blaik, Financial Planning Director.