We are a boutique financial planning firm who work with a limited number of clients. We aim to provide a highly personal service and treat you as an individual. You will have a continual relationship with your financial planner and we welcome working with your other professional partners when appropriate.
Unlike many other advisers who still concentrate on product sales, we believe financial planning should come first as this is a vital process which helps determine how much investment risk is required (if any), whether you are on track to achieve your goals and importantly how much is enough.
Product advice may well follow but it is difficult to see how this can be done effectively without creating a financial plan first.
Our Managing Director, Paul Gibson is a Chartered Financial Planner, Fellow of the Personal Finance Society, Chartered Wealth Manager and Certified Financial Planner™. This combination of qualifications and designations make him one of the most qualified advisers in the UK.
If your adviser is not Chartered or Certified, ask why not. Don’t your financial affairs deserve the best?
We believe that a Financial Planner's role is primarily about planning and helping you achieve your objectives and not about selling financial products.
Financial planning done properly can answer life’s big questions such as:
"Can I afford to retire yet?"
"How much do I need to save?"
"Will I run out of money?"
"How much is enough?"
“What rates of return do I need to generate on my investments?”
“How much do I need to sell my business for?”
Banchory Business centre, Burn O'Bennie Road, Banchory, Aberdeenshire, AB315ZU
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