How we work

As your trusted advisers, we spend time getting to know you, your goals, your ambitions and the people who matter most. We listen carefully and get a very clear picture of your vision before delivering a tailored solution to help you achieve the lifestyle you're looking for.

You can rest assured that your investment is being looked after by an expert and experienced financial team.

Our approach combines active and passive investment management, applying the expertise to make your money go further.

Educating and keeping you informed

An important part of our role is keeping you informed of developments in the market place. Our team run a series of briefings across Scotland on upcoming changes or developments in the market to be aware of.   

We were delighted to hold an event recently with distinguished and financial expert Justin Urquhart Stewart from 7iM. Guests enjoyed the finest wines from around the world whilst hearing a global economic round-up from Justin. 

His talk explored key economic regions, focusing on the UK, USA, Europe and Asia Pacific including Australia and the emerging markets.

The short video below showcases some highlights from the evening.

You are not certain to make money – you may suffer a loss.



Chartered Financial Planners

The Chartered Insurance Institute (CII)

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Sharp minds meet at any of our 11 locations

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