Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.
Our philosophy is simple: we want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
We are enthusiastic about what we do, and aim to form life-long relationships with our clients. We believe that trust and mutual respect are the keys to a successful client-adviser relationship.
Our team members have many years of combined experience in the financial services industry, and are committed to providing the highest quality, bespoke wealth management and financial planning solutions to our clients. Our advisory services include:
- Wealth management
- Financial planning
- Inheritance Tax
Our independent status means that we are free to select products and services from the entire financial services marketplace. This means that we can deliver impartial, innovative solutions to individuals, families and businesses alike.