Understanding your finances

I just wanted to thank you for your continuing financial advice. My requirements are always dealt with in a very professional, yet friendly & helpful manner. I am impressed with your obvious expertise, the thorough background work & your ability to explain clearly the ‘pros & cons’ of any investment strategy, which is essential guidance for decision making.C.Smith, Falkirk

Douglas has given us excellent service since we became clients of his. He & his staff have an attention to detail & a true, friendly customer focus which we really appreciate. Douglas really understands his business & takes the time to discover what you want from your investments. He is always on hand to offer advice & answer questions.B.Paterson, Falkirk

We have worked with Dougie Harley for over 20 years & have never considered taking our business elsewhere. In fact, we have recommended his services to family & friends, all of whom have been delighted with the quality of the firm’s advice, support & knowledge. M.Carson, Falkirk

Inheritance tax was a big worry for us, as was ensuring our assets passed on to our family in the way we wanted. The strategies put in place by Douglas & his team have given us the peace of mind we require on both issues. If you have Inheritance tax worries, this is the team to speak to.C.McLuckie, Falkirk

Douglas & his team are great at building personal relationships & providing more than just financial advice. They are confident, professional & approachable, which is exactly what you need when it’s your money they are looking after.I.Cooper, Falkirk

I have known Douglas before he set up business himself. He is friendly, honest, trustworthy & a true professional. I trust him implicitly. He is always thorough - he always keeps a confidential complete record of details updates them so that he can assess the financial picture accurately. He never sells anything or recommends products unless it is what is either requested or needed.F.Sutherland, Glasgow

We have been clients of Douglas for nearly 20 years & have always received a first class service from him & his team. We would have no hesitation in recommending him to friends, family & colleagues.L.Wight, Glasgow

As a business owner, it is important to me that my financial plans are tax efficient & flexible enough to adapt to my changing needs. Douglas listened to what was important to me & built my wealth management strategy around this. I would not hesitate to recommend Douglas to my friends & family.M.Smith, Falkirk