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.

For an insight into how we work and what we can do for you, click on the video below to hear from our Managing Director Craig Hendry.

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.   

Chartered Financial Planners

The Chartered Insurance Institute (CII)

View our other services

Arrange a free consultation with the team now

Reason for meeting

Have a general enquiry? Get in touch.