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.
We are celebrating our 20th year anniversary this year and our aim remains consistent – 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.
Following Scotland’s move beyond Level ‘0’ in August 2021, we have begun planning for a phased return to allow staff to work from the office again. We continue to keep a close eye on Government guidance and will follow a cautious approach when implementing changes to our staff working arrangements.
We continue to engage with our clients via telephone or by video link, reviewing existing business, discussing new business and opportunities. Our mail remains redirected so there will be no delay in us receiving this while our office is closed. Please do not hand deliver to our office as we do not have staff there on a regular basis.
We will update you when we are in a position to invite clients back into the office for meetings. In the meantime, we would ask you to allow us time to make the next transition from remote working safely back to the office and thank you for your continued patience.