Services Professional Connections




Services For Solictors

We already work with a number of Solicitor practices in the following key areas:

• Trust Investment Advice & Reviews

• Inheritance Tax & Estate Planning

• Pensions & Divorce

• Holistic Financial Planning for Private Clients

As Chartered Financial Planners, you can be sure that our advice is of a high technical standard and always unbiased.  Our highly personalized service means that you can be confident your clients will receive the same high standard of professional service that they experience when dealing with you.

The legal landscape is changing in Scotland and solicitors must adapt to these changes if they are to continue to prosper. Clients are now demanding more for their money and many are looking for proactive advice and guidance from their solicitor in their role as trusted adviser.  We believe that we can work with you to provide complementary services to your clients that will enhance your service proposition.

If you are interested in having a chat to ascertain if there is any common ground for us to work on, then please just get in touch.