Find an Independent or Restricted Financial Adviser

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

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

Friendly, expert, regulated advice over the telephone, video call or face to face.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.

Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.

With over 22 yrs experience in financial services, I specialise in delivering tailored financial planning solutions that reflect each client’s unique circumstances, personal aspirations, and realistic financial goals—while ensuring maximum tax efficiency.

Our clients are at the centre of everything we do. As whole-of-market, independent financial advisers, it is our responsibility to not only advise you on what you want, but also what you need.

Our priority is to understand your financial goals and offer advice on products, based on full research, that enables you to reach those goals.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.