“Specialist Wealth Management simply beyond value”

Our expertise lies in the creation, growth and preservation of private and family wealth.

Even the most successful individuals need specialist advice on financial services from time to time, particularly during periods of volatility and legislative change.

There are no simple off-the peg solutions. Where you need advice, you need advice you can trust, advice that will assist you to manage your financial affairs more effectively - with the minimum of fuss.

Flexible Strategic Planning

We strive to keep our clients aware of the most up to date information within the retirement markets; producing Market Bulletins is just one example. You may view these by clicking on the Market Update link on the left hand side of this page.

Please take a moment to follow the link through to the St. James's Place TV feature for the latest interviews of some of our top Fund Managers for our clients.

If you would like to find out more about how we can assist, then please don’t hesitate to e-mail or call us with any enquiry.

Martin Grierson and Andy Lees