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 over 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 planning, protection and inheritance tax planning. To add to these services, in October 2018 we recruited a Mortgage Adviser to join the Practice. We believe this will really enhance the service we can provide for our clients and their families.
We have two offices, in Aberdeen we are based in the city centre at 3 Queens Gate and in Orkney we are now at our new office – Opes House, Great Western Road, Kirkwall KW15 1AN.
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.