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.

Business owners – could new pension and IHT rules affect your succession plans?
Insights
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Business owners – could new pension and IHT rules affect your succession plans?

At a glance From 6 April 2027, most unused pension funds and pension death benefits will form part of an individual’s estate for IHT purposes. Business owners considering a sale or holding commercial property and other assets through a pension may face succession-planning considerations. Reviewing pension, business exit and estate plans together can help owners […]

Read this article about Business owners – could new pension and IHT rules affect your succession plans?

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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.

Contact Us

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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

View The Inverness Office

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

View The London Office

Email us: [email protected]

 

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