David Lockhart MCSI’s Post

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Wealth Consultant with Concentric - Helping clients become ‘financially organised’, led by their needs and creating a client focused outcome.

Very useful for charities in a changing world, from AI to ESG principles. As with any company the need to understand and quantify your short, medium and long term needs is more and more pertinent.

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We are excited to present the latest edition of our ‘Review for Charities’. Filled with articles from specialist contributors, this issue covers a diverse range of topics, ensuring that there’s something for everyone. Click the link to download your copy: https://bit.ly/4946FzA Adapta Consulting Keith Collins William Reid Caroline Langley Helen Simmons St Christopher's Emma Maynard (Abbott) Charity Finance Group Kenneth Pinkerton Brodies LLP Capital at risk #quiltercheviot #charities #trustees

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