Invested/ in your[ future

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Invested/ in your[ family

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Invested/ in your[ goals

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Invested/ in your[ vision

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Financial Planning
Tailored to You

Our Solutions begin with you and your needs.

We take a holistic approach to planning your financial future. This means we look at the bigger picture and match our service to your situation, offering every aspect of financial planning as required. From investment planning and tax planning to preparing for retirement, our solutions are designed to put your financial security first.

 

FOR INDIVIDUALS & FAMILIES

Helping individuals and families achieve their goals and plan their financial future.

 

FOR BUSINESSES & PROFESSIONALS

Helping business owners to grow and protect their businesses.

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We are Award Winners

Professional Adviser Awards 2024 Winners:

Best Financial Advice Firm in Scotland & NI

Best Financial Advice Firm to work for in the UK

Read about our awards
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We are Award Winners

Chartered Firm of the Year by St. James’s Place 2023

 

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Chartered Financial Planners

Our commitment to you. The Chartered Insurance Institute awarded us Corporate Chartered Status, the “gold standard” qualification for professional financial planners and advisers in the UK.

Only the most experienced and qualified financial planning firms satisfy the rigorous and demanding qualification criteria set by the CII to achieve Chartered Status. So when you choose us you can be sure we always put you and your needs first.

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Here for you.

Our people are the beating heart of everything we do. We’re passionate and knowledge-hungry; pioneers and forward-planners; people-focused and goal-driven; perfectionists and go-the-extra-milers.

MEET THE TEAM

The Pulse

Keeping you informed.

When finances change overnight: inheritance, divorce and new responsibilities
Insights
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When finances change overnight: inheritance, divorce and new responsibilities

At a glance Many women will become recipients of large sums through bereavement and divorce over the next few decades. A robust network will provide emotional and financial support during difficult times. If you receive a large sum, don’t rush into making any decisions about what to do with it. Losing a partner, a parent, […]

Read this article about When finances change overnight: inheritance, divorce and new responsibilities
A new prime minister – and a week of announcements
Insights
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A new prime minister – and a week of announcements

Andy Burnham’s first week as the new UK prime minister saw a raft of announcements. These included exempting those whose only income is the state pension from income tax, cutting VAT on energy bills and a £2 cap on bus fares. There was also news of a reduction in business rates for pubs, clubs and […]

Read this article about A new prime minister – and a week of announcements
Are millennials failing to protect their future?
Insights
Worried Man Looking At Bills In The Kitchen
Are millennials failing to protect their future?

At a glance Many people assume insurance is something they can think about later, so they don’t take the time to understand how it could protect them and their loved ones. There are different types of insurance available, covering a wide range of circumstances, priorities and needs. It’s common to wait until a major milestone […]

Read this article about Are millennials failing to protect their future?

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Pick up the phone.
Drop us an email.
Stop by for a cuppa.

Our team is here for you, whether you’ve been a client for as long as you can remember or you’re stepping through our door for the first time. We’re always happy to help, and can’t wait to hear from you.

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Edinburgh

Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ

T: 0131 510 8610

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Inverness

7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY

T: 01463 221 221

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Inverness

Third Floor,  Suite 3A1, Metropolitan House, 31-33 High Street,
Inverness,
IV1 1HT

T: 01463 258058

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London

Number 33,
St. James's Square
London,
SW1Y 4JS

T: 0131 510 8610

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Email us: [email protected]

 

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