We are a small and friendly business and have been based in Kilmarnocks John finnie Street for sixteen years now , we have over thirty yeras of experiance advising clients in every aspect of their personal financial planning either at home or in our office ,from mortgages to pensions we are fully qualified and as such we are able to give a balanced and full assesment .
we cover all investment types including ISA ,s Unit trusts , Investment Trusts ,ETF s , Pension Transfers and regular premium , childrens Savings plans.
My name is Murray Wallace and I have been advising my clients since 1992 and base all my recommendations on what’s best for you at all times. As an independent financial adviser my company has access to the whole of the market unlike banks or restricted advisers.
We will deal with everybody on an individual basis and therefore you do not have to have a certain amount to invest. We will take a holistic view of your overall financial situation, that’s why our customers keep coming back and are more than happy to refer family and friends.
68 John Finnie Street, Kilmarnock, KA1 1BS
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