Whether you are a individual, business or charity, we will listen to you and seek to help improve your financial situation both now and for the future.
First meetings are always free of charge and we always try to be straightforward and jargon free.
We pride ourselves that the majority of our new clients are introductions from existing clients.
We hope you enjoy navigating this site and please do get in touch on 0131 229 0608 or using the contact section at the bottom of each page.
We are completely whole of market Independent Financial Advisers (IFA).
We are Part of Fairstone Financial Management, one of the UK's largest Chartered IFA and Wealth Management businesses, advising on over £9 Billion of assets under management and over 50,000 clients.
We advise Private and Corporate Clients and we provide high quality, clear, unbiased, independent financial advice.
Our first meeting is always free of charge, or obligation.
We are completely transparent and upfront with all costs, so you are always in full control.
Please call us now on 0131 229 0608 for a free meeting or use our contact page
We offer the highest quality Independent Financial Advice from highly qualified, experienced advisers.
We predominately cover Edinburgh, Glasgow, Fife, the Central Belt and London, however have UK connected clients worldwide as far afield as Hong Kong and Afghanistan.
We are members of CII'sThe Personal Finance Society and PIMFA, The Personal Investment Managers and Financial Advisers Association.
Tel: 0131 229 0608