The company was launched in 1979, has a client base of 1,600 and oversees funds exceeding 80 million. It specialises in providing an ongoing computer based valuation service covering Pension Funds, Insurances, Peps, ISA's and Unit Trusts held by its clients.
The company, which is small, has office bases in Banchory, Stonehaven and Aberdeen. The company concentrates on giving advice to individuals and families who either have or may have high net worth. The company also provides corporate advice for small to medium sized businesses.
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