Our Services

We are independent financial advisers and can therefore offer products from the whole of market, we are not tied to any product providers or influenced by commission bias.

We are directly authorised and regulated by the Financial Services Authority and appear on the FSA Register we recommend you check this.

We pride ourselves in providing top quality advice to our clients and provide a wide range of services, including the following areas

• Protection
• Investment advice
• Retirement Planning
• Inheritance tax mitigation
• Holistic wealth management advice
• Regular financial reviews

Our first meeting is free of charge.

In the first meeting we will establish your existing financial circumstances and what objectives you are looking to achieve in the future. After listening carefully to your situation we will have a good idea whether we are able to assist.

If we don't think we can help, we will tell you straight away and you can walk away with no obligation.

If we think we can help you to achieve you goals, we will go through a formal engagement process and only after that will begin our research.

If you would like a free initial meeting please call 0141 221 6807.

We look forward to working with you.