About us
Highly qualified advisers
Our advisers are highly qualified and undergo regular assessment and market research so they are always in the best possible position to help you.
What can you advise me on?
We can offer advice on:
- Access to discretionary fund managers
- Estates and Inheritance Tax planning
- Group/Corporate Pensions
- Group/Corporate Protection
- Income protection
- Investments
- Life and health cover
- Mortgages
- Retirement and pension planning
- Savings
- Self Invested Personal Pensions (SIPP)
- Small Self Administered Schemes (SSAS)
- Wealth management
How do I get in touch?
You can contact us by phone, email or by calling in at our office in the heart of Edinburgh's historic New Town area.
Contact us now to arrange an appointment or to speak with one of our advisers.
