About Us
Sinclair Wood Asset Management Ltd, was established in October 2001.
The business was initially set-up to provide investment and pension planning advice to complement the tax, audit and business advisory services already offered to clients by Sinclair Wood & Co Chartered Accountants.
Senior partner David Wood CA was instrumental in the set-up of the business along with Tony McPhee, who brought the specialist financial services knowledge to the operation. Both remain actively involved in the business to this day.
Over the last decade the business has developed a loyal client base mainly due to our commitment to client service. We aim to build long term relationships with our clients and regularly ensure that their tailored financial plan is on track, in line with their objectives and adjusted as necessary to take into account any changes of circumstances that they may have.
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