Why us

We are a firm of Chartered Financial Planners based in Falkirk. From our base in Central Scotland our team of experts provide specialist impartial advice on a wide range of financial planning issues to a broad spectrum of clients all across the United Kingdom.

Our goal

Our goal is to provide you with peace of mind and increased financial security by helping you make informed decisions about your financial goals and aspirations. The experience & technical knowledge gained over the years, and the addition of more highly qualified staff, has enabled us to evolve into a financial planning firm whose competitive advantage is based upon state of the art technology, very high quality staff and a personalised client service proposition that delivers excellent value & peace of mind to our clients.

The consistently high level of personal service we provide to our clients gives them confidence that their financial affairs are handled with the highest degree of competency. This is reflected in the fact that the majority of our new clients come via personal recommendation from our existing clients and professional partners, who are mainly solicitors and accountants.

Chartered status

We are very proud to have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.

When you use a Chartered firm you are dealing with proven professionals as only the UK’s premier financial planning firms qualify for Chartered status. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

As Chartered Financial Planners our core service proposition is Wealth Management. We devise Wealth Management Strategies for our clients and then ensure they are reviewed regularly. However, we do have a range of client service propositions to suit most budgets.

Our approach

Where possible, we prefer to offer full holistic financial planning to our clients, as we believe that this is the best way to meet your life goals. However, we understand that not everyone has the means or necessity to go through a full financial planning exercise, so we can offer focused advice, where we concentrate on a specific area of planning, such as retirement advice or investments.

We take a team based approach to looking after our clients. As well as having highly qualified advisers, our support staff are trained to a high level as they also have regular contact with our clients. Our team experience promotes forward thinking, creativity and open communication, resulting in happier, wealthier clients.

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