Investment and Mortgage Options Scotland

Investment & Mortgage Options Scotland provides personal financial advice and investment management services to private individuals, families and trustees.
We advise on the key areas of personal finance including pensions and retirement, inheritance tax planning and investments as part of our personal financial planning service. Our aim is to help our clients make the right decisions about their financial future. Our experienced investment management team researches investments from across the world to help clients achieve their objectives.

At Investment & Mortgage Options Scotland we believe that your financial decisions should be made as part of a lifetime financial plan which is structured to help you achieve your short and long term goals.
We can help you develop this plan and advise you on ways you can meet your objectives. Whether you are interested in planning for your children’s education, retirement planning, tax planning or how best to pass your wealth on to family members, we will take a holistic view of your finances and tailor our solutions to help you achieve your personal financial goals.