About Us

We provide our clients with personalised and pain-free financial advice.

Formed in Aberdeen in 2004, our clients trust us to ensure their finances will achieve their future plans.

Our clients’ objectives are at the heart of everything we do, we are not here to make sales. Our mission is to create long-term relationships that secure the financial future of our clients and their future generations.

Meet Our Advisers

What is Financial Advice?

In simple terms, a financial adviser will ask you about your goals and create a plan to help you reach them through efficient management of your finances.

Advisers assess your current financial situation and identify areas for improvement. This could involve calculating how much you need to save for retirement, tax and estate planning, financial education or simple things like agreeing how much you should be saving each month.

The Financial Conduct Authority do not regulate tax and estate planning.

Do I need advice?

Do you have the time and expertise to monitor and rebalance your investments?
Do you want to know what income you can retire on and at what age?
Do you want assurance that your savings and investments are working for you or your business?
Are you utilising your tax-free allowances and maximising your tax-savings and pension contributions?
Do you want to protect your family or business from financial risks?
Do you want to safeguard your future plans by ensuring your investments and pension will cover your expenditure?

How We Work

Create
Relationships

We spend time getting to know you, review your current financial situation, and set goals to work towards.

Create
Change

We develop and implement a financial plan to achieve your goals so you can focus on what is important to you.

Create
Peace Of Mind

We regularly monitor your circumstances to safeguard your long-term goals and maximise growth opportunities.