About Us
We are independent financial advisers based in Edinburgh, Scotland.
We are happy to advise clients from all over the UK and abroad. Many of our clients have been with us for years as we are committed to service and long term client relationships.
We are technically excellent in all areas of financial planning - we are one of the few firms of IFAs in the UK to be able to advise expertly on all pension matters including final salary pension schemes and pension splitting upon divorce.
In 2006, over 85% of our business is investment, pension and protection related.
Our existing clients tell us we are enthusiastic, friendly, affordable and approachable.
We keep our knowldege and skills up to date to ensure you receive the best advice.
We aim to make life easier for you in all your investment, pension, mortgage, protection and tax matters. We offer holisitic financila advice as opposed to being merely product sellers.
Unlike Banks and National firms of Independent Financial Advisers we aim to provide you with superb value for money (keeping more of your money with you) and deliver our services in the most simple language without resorting to jargon.
For your protection, we are fully authorised by the Financial Services Authority (FSA).
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daily quote:
“ I believe that every right implies a responsibility; every opportunity, an obligation; every possession, a duty. (John D Rockefeller Jr) ”