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

 

Read about our awards
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Good Business Charter Accredited

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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.

Financial bubbles – great stories but bad investments
Insights
Close-up Of Soap Bubbles Floating Over A Fluffy Cloud-like Surface
Financial bubbles – great stories but bad investments

Financial markets have a habit of repeating themselves. Every so often, investors become excited about a new technology or industry sector. In response, prices will often rise rapidly, drawing in more buyers and pushing asset prices higher. These price increases may sometimes be justified. Yet, there will be occasions when there is a dislocation between […]

Read this article about Financial bubbles – great stories but bad investments
Boost for first-time buyers to get on the property ladder
Insights
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Boost for first-time buyers to get on the property ladder

What is the Your First Home scheme? It will offer government-backed equity loans of 20% to those buying new build homes in England, who have at least a 2.5% cash deposit towards their purchase. The scheme is expected to work in a similar way to the previous Help to Buy equity loan programme, which ran […]

Read this article about Boost for first-time buyers to get on the property ladder

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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

View The Inverness Office

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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