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News

Sharing insights and shaping better client outcomes

  Lara Meyer   November 2026   CA Magazine

Sharing insights and shaping better client outcomes

We were delighted to host a roundtable in Edinburgh in conjunction with ICAS, bringing together accounting professionals from across Scotland for an evening of discussion and shared insight.

At the heart of the conversation was the importance of delivering the best outcomes for clients, with discussions spanning succession planning, evolving client expectations, the impact of AI and the relationship between accountants and wealth advisers.

A big thank you to all the ICAS members who joined us and contributed to such an insightful discussion. It was a pleasure to bring everyone together.

Read the article

The information and opinions expressed in this website have been compiled from sources believed to be reliable. None of Credo, its directors, officers or employees accepts liability for any loss arising from the use hereof or reliance hereon or for any act or omission by any such person or makes any representations as to its accuracy and completeness. Any opinions, forecasts or estimates herein constitute a judgement as at the date of each communication. There can be no assurance that the future results or events will be consistent with any such opinions, forecasts or estimates.

This website is intended for private investors, professional advisers and regulated investment firms in the UK, South Africa and other countries where there are no restrictions which would prohibit a person from accessing our website and/or utilising our services. By continuing to use our website, you are confirming that you have agreed to the Website Terms of Use and that you are in a country where there are no restrictions on you accessing our website and investment services. If you are not in such a country you must not access our website or any investment services we provide. Credo Capital Limited uses cookies to personalise and improve your experience using the Credo website and MyCredo platform. You can accept all cookies by selecting ‘Accept All’ and continuing to browse the site or you can manage the cookies we use by selecting ‘Manage Cookies’ to apply only the categories of your choosing. Find out more details on how we use your information in our Cookie Policy.

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