Telephone: 01505 690473
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Telephone: 01505 690473

Our Services

We pride ourselves in offering fully independent financial planning advice for private investors and businesses throughout Scotland. This allows us to access the best ideas for you from the whole of market. The range of services we provide covers all aspects of the following:

Holistic Wealth Management (what does this mean? Fully understanding all aspects of your financial circumstances including family dynamics, wealth accumulation, your goals and ambitions). You can find out more about this by visiting our Lifestyle Financial Planning page.

Corporate Investment

Investment Planning

Director/Shareholder Protection

Inheritance and Trust Planning

Business Protection

Retirement Planning - Pre & Post retirement

Corporate Pension Planning

Individual, Family & Wealth Protection

Employee Benefits

Annual Reviews

Our first meeting is at our expense

And with no obligation on you. It is designed for you and your adviser to get to know each other well enough to determine whether you can work well together. We will also explain how we work and how we are paid, so that you can make an informed decision about working with us. At the end of the first meeting you will know what the next steps are and how much they will cost.

What can you expect as a client

Professional and tailored advice from a qualified independent financial adviser

Access to our unique wealth management process

A commitment to provide transparent costs and charges

Security and safety with an embedded commitment to regulatory and professional standards throughout

How it works

? We complete a ‘discovery’ meeting with you. This meeting is a chance for us both to find out if we would like to work together. We will listen to your aims and objectives and establish if we can help or not. The cost of this initial consultation is met by us.

? We devise a personalised plan for you whilst undertaking the least risk possible in order to help achieve your objectives.

? We review our clients’ circumstances on a regular basis to ensure our recommendations continue to meet their needs.