• We hold the industry joint record for the most wins (3) of the coveted annual MoneyMarketing magazine "Best UK Investment IFA" awards.
  • We have 8 additional appearances in the top ten list of "Best UK Investment IFA" in the same annual competition.
  • We were selected as an "A List" financial adviser by the Harper and Queen magazine .
  • We have been voted three times "Best Scottish Independent financial adviser" and each time we also appeared in the top 5 " UK's Best financial adviser" .
  • We are past winners of the Scotsman newspaper "IFA of the year" award .
  • Our back office team were recognised by the global financial services industry as the best "International IFA administrators" .
What we Do

Our Services

We will help you set your financial goals, fully review your current financial position and establish where you are now compared to where you want to be.

Our Philosophy

Our philosophy is based on our commitment to outstanding service and to having innovative ideas.

Our Reputation

Our reputation has been vigorously earned.. and is one that is fiercely protected.