I began work as an IFA in 1989. The work I enjoy most is helping people clear their confusion about money, and their fear of error. Much like a GP takes pleasure in patients self-managing their own long-term medical health, I celebrate clients becoming confident to self-manage their own portfolio of investments. I own the company and have an administrator colleague, Philip.
Our desire is to be clear, fair and consistent; so you'll see in us accountability for everything we do, say, don't do, and don't say. You'll find us transparent and precise about our fees, and you'll always be in-control of both your money.
Believing simple, transparent and low-cost trackers will fully meet the needs of most investors, we specialise in a kind of tracker known as Exchange Traded Fund (ETF).
Gone are the days when investors in ethical funds had to tolerate smaller profits in return for their principles. We'd like to introduce you to index-trackers of clean energy other modern themes.
Scott House, 10 South Saint Andrew Street, Edinburgh, EH2 2AZ
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