Our aim has always been to build a very personal, long term relationship with our clients. Keeping you informed of the most appropriate financial services and products throughout your lives as your needs change, helping you to achieve, maintain and enhance financial security for you and your loved ones.
We believe that it is because of the time and care we take to get to know our clients and their objectives that give our clients the confidence to recommend us to their family and friends.
Based on core values of excellence of service and integrity, and with 70 years of experience in Financial Services within the team, we are here to offer you advice and guidance on all aspects of investment planning, pensions, protection and inheritance tax planning.
We are based in the city centre of Aberdeen at 3 Queens Gate and in 2015 opened an office at 17a Albert Street in Kirkwall, Orkney.
If you would like to arrange a financial review, with no obligation, please don’t hesitate to contact us. An enquiry form is also available to complete online if you prefer.