To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
Hugo provides us with clear and helpful advice as well as being very responsive to any queries that we raise. We're very satisfied with his accessibility and assistance.
Mr C, Edinburgh
Hugo took the time to make sure that I was fully aware of a number of possibilities for planning my retirement income. Once I had decided he set everything up for me and continues to provide annual reviews / updates. I am very happy with the recommendations that I received.
Mr L, Edinburgh
Initially he took time to assess our existing savings plans and also our future needs and the timescale involved. As a result we radically changed our approach to pension planning and benefited greatly. He keeps in regular contact and is always available for advice. He is very easy to talk to and very pleasant to deal with.
Mr C, Edinburgh / Bath
Hugo presented us with all of our options and offered coherent advice as to the best strategy to take.
Mr J, Edinburgh
Hugo has been advising us now for 8 years and we are very happy with the advice he has given and the performance of our portfolio. Hugo listens to our needs, answers our queries clearly and concisely and deals with our requests promptly. He is also very friendly and approachable.
Mrs S, Edinburgh
I have built an established business in Edinburgh, advising mainly private individuals on investment and retirement planning strategies.
I offer a range of fee options to suit all types of advice.
I am fully equipped to deal during and after Covid 19 lockdown, with fully encrypted email / document sharing, and Microsoft Teams for secure virtual meetings.
Client websites allow you to message me securely and view valuations daily on your investments.
Investment management and advice
Reviewing existing investment portfolios
New investment portfolios
Ethical investment advice
Tax planning before and after retirement
Personal pension contributions
Director / Limited Company pension contributions
Pension fund investment advice
Income Drawdown advice
Inheritance tax planning
Critical illness insurance
Income protection insurance
Where to find us
Head office address: 2 Walker Street, Edinburgh, EH3 7LA
Our approach is to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving them the financial freedom to eventually work through choice and not necessity.
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