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
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.
We spend time getting to know you, review your current financial situation, and set goals to work towards.
We develop and implement a financial plan to achieve your goals so you can focus on what is important to you.
We regularly monitor your circumstances to safeguard your long-term goals and maximise growth opportunities.
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