We are an experienced team of financial advisers providing financial advice to individuals and businesses in the West of Scotland and beyond.
We are committed to putting our clients at the heart of everything that we do and to providing the best possible service.
If you have any questions, would like to know more about us, or if you would like to book an appointment, please get in touch.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
The end of February saw one of the most rapid market corrections in history. We are still facing uncertain times so during this period, we’ll endeavour to keep you updated on any announcements relevant.
As you may be aware, we’re now settled in to life working remotely from home. We see this as being our working arrangement until September at the earliest, at which point we may open the office and adhere to the government guidance on social distancing. However, we’re pleased that we continue to deliver the servicing standards our clients are accustomed to whilst working remotely.
We have redirected our mail so there will be no delay in us receiving this while our office is temporarily closed. Therefore, please do not hand deliver to our office as we do not have staff there on a regular basis.