September 23, 2021
Cashflow Assumptions Best Practice Guide
30 mins CPD Learning Objectives: Illustrating how to document and maintain assumptions internally Communicating key…
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December 14, 2020
Deterministic and Stochastic: the Great Modelling Face-off
Deterministic and stochastic shouldn’t be dirty words! If deterministic and stochastic modelling were football teams,…
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August 27, 2020
Truth Talks – Warren Shute
This week Sandra chats with Warren Shute, CFP, Certified Financial Planner, and owner-director at Lexington…
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August 20, 2020
Truth Talks – Bill Bottomley
This week Bill Bottomley, one of the directors of Lifetime Financial Management in Barnsley (and…
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August 6, 2020
Truth Talks – Raj Shah
In the latest Truth Talks, Raj Shah of Blue Wealth Capital talks with Sandra about how…
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July 15, 2020
Truth Talks – 7IM
In the latest Truth Talks, we hear from 7IM’s Senior Investment Strategist, Ben Kumar, who…
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June 30, 2020
Coping with COVID – Mary Waring
We wanted to find out how our customers are coping in this unprecedented time in…
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June 23, 2020
Is it a bird? Is it a plane? No, it’s… Expenditure Man?!
They say that every era has its hero. They also say that sometimes heroes come…
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June 18, 2020
Truth Talks – Matthew Spence
During the Lockdown, our regular regional User Groups have moved online. User Groups are an…
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June 4, 2020
Coping with COVID – Gaynor Lyth
We wanted to find out how our customers are coping in this unprecedented time in…
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