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Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice

Everyone looks forward to their retirement - are you prepared for yours?

Building the picture of your financial security, ensuring you can spend time on the things that really matter.

Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.

We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

We'll cut the jargon and help you understand where you want to be financially and how best to get there. Planning for your future can be complicated, but with over 30 years experience, Lee Smythe, Chartered Financial Planner, is well placed to help you.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.