Financial Services in Scotland
by experienced Independent Financial Advisers

Free initial consultation

We offer an initial consultation by phone, email or in person without charge and would welcome the opportunity to discuss your needs. Our clients come come to us for financial planning from England, Scotland and all over the UK.

What should I expect from my initial consultation?

We will talk about your future hopes, discuss your individual and wider needs and establish a picture of your finances. From here our consultants will undertake thorough research into the current market to find the best solutions in line with your personal circumstances and your attitude to risk.

What does it cost to use your services?

We are completely independent with no ties to any organisation so we can offer you the option of paying a fee for the advice we give or alteratively, the provider of any products you choose will provide a fully disclosed amount of remuneration to us.

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.