7 Ardross Street, Inverness, Highlands, IV3 5PLMake an enquiry
We are a small, local based company who pride ourselves on fair, transparent and professional advice. The roots of the business are firmly embedded in the Highlands and it has evolved from the original business belonging to Rod MacDonald (IFA), dating back to the 1990’s. It has gone through a number of changes over the last few years, with the most notable involving a change to Limited company status in 2009. We have a very loyal group of clients and connections and work on a referral basis.
The main area which we are involved in is portfolio management and providing regular ongoing reviews for clients to help them meet their investment objectives, whether that be short, medium or long term growth, saving for a specific event or for providing income.
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