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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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