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.

Keeping it in the family: planning ahead for business succession
Insights
Happy Multi-generation Family Gathering Around Dining Table And Having Fun
Keeping it in the family: planning ahead for business succession

At a glance Prepare. Plan business succession as early as possible. This can help ensure the process is smooth when the time comes, maximising value and tax efficiency. Understand the value. Succession planning starts with accurately calculating the value of your business. Communicate. Take time to have regular, open and honest conversations with all family members about your […]

Read this article about Keeping it in the family: planning ahead for business succession
What Japan’s falling currency could mean for borrowing costs
Insights
View Of The Volcano Of Fiji.
What Japan’s falling currency could mean for borrowing costs

At a glance Investors have long used low interest rates in Japan as a source of funding overseas. Higher yen borrowing costs or abrupt moves in its exchange rate risks global instability across financial markets. Co-ordinated action by Japan’s central bank and the US Treasury have sought to reduce these risks.   Japan, one of […]

Read this article about What Japan’s falling currency could mean for borrowing costs
Keeping perspective as the Iran conflict resumes
Insights
Investor Watching The Change Of Stock Market On Notebook
Keeping perspective as the Iran conflict resumes

At a glance A resumption in hostilities between the US and Iran has left the global economy in a more uncertain place. As events and their impacts are near impossible to predict, ensuring investment portfolios are prepared for multiple scenarios is key. Ultimately, the impact of big macro events on portfolio returns tends to fade […]

Read this article about Keeping perspective as the Iran conflict resumes

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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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