We’re a Glasgow-based wealth management firm with more than 40 years’ experience in helping individuals and businesses achieve both short and long term goals.
From pensions advice to investment strategies, we work closely with clients to make sure we’re delivering the best possible outcome based on individual circumstances.
We’ve grown from a small, family-run business, and understand the importance in receiving advice tailored to you. We don’t take a ‘one-size-fits-all’ approach to wealth management, we take time to get to know you.
You can find out more about our team here
First, we’ll arrange a meeting to discuss your financial goals. These goals are personal to you and can range from buying a new car and travelling the world to securing the future of your business. Whatever your goal, we will help you achieve them.
By looking at your financial information, we can paint a realistic picture of your current and projected wealth, the building blocks for future planning.
Financial information is converted into a cash flow model, looking at investments, assets, tax planning and more. Due diligence is a given, but we’ll not bore you with it. Instead, we’ll design a plan to get you where you need to be.
We’ll track the plan to make sure it’s performing well for you and will always be available to chat if you have any questions.
We like to keep things simple, which is why we can offer a fixed fee, if it is suitable. We do this because it’s simpler for you and also allows us to charge for the services we offer, rather than being linked to assets under management.
It’s also a fairer way to do business and you can be sure we have your best interests at heart.