We offer a comprehensive financial planning service for all your investment and protection needs:
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
If you do have any suggestions please e-mail us or use one of our contact forms
We are proud to have been awarded the prestigious title “Chartered Financial Planners” by the Chartered Insurance Institute (CII).
This title is only awarded to firms who are committed to an overall standard of excellence and professionalism.
Chartered status is granted by the Privy Council and is the industry’s gold standard for financial planners. There are currently fewer than 50 firms in the whole of Scotland who have been awarded Chartered status.
Chartered firms must follow a demanding code of ethical practice. This means they must work in a principled manner which places clients’ interests at the heart of the advice they give.