- Chartered Financial Planners -
We are a firm of Chartered Financial Planners with offices in Falkirk and Edinburgh. From our base in Central Scotland our team of experts provide specialist impartial advice on a wide range of financial planning issues to a broad spectrum of clients all across the United Kingdom. Our advice is always explained clearly and supported by robust research.
As a smaller boutique firm, we can provide a more personal service than many bigger national companies. The consistently high level of personal service we provide to our private and corporate clients gives them confidence that their financial affairs are handled with the highest degree of competency. The majority of our new clients come via referral from existing clients or from our professional partners, who are mainly solicitor and accountancy firms. This is testament to the first class professional service we provide.
Our core service proposition is Wealth Management. We devise Wealth Management Strategies for our clients and then ensure they are reviewed regularly.
However, we do have a range of client service propositions to suit most budgets. Where possible, we prefer to offer full holistic financial planning to our clients, as we believe that this is the best way to meet your life goals. However, we understand that not everyone has the means or necessity to go through a full financial planning exercise, so we can also offer focused advice, where we concentrate on a specific area of planning, such as retirement advice or investments.
Our investment philosophy is based on research by some of the world’s top academics and investment houses.
In addition, we have the necessary experience and qualifications to provide specialist advice in more complex areas of planning such as occupational pensions, divorce work, equity release and inheritance tax planning.
For an initial discovery meeting at our expense please Contact Us.