We’re independent financial advisers who help our clients – individuals, companies, trustees and charities throughout the UK – to plan for the future of themselves, their families and their organisations.
And we do it through building solid, respectful relationships where advice, rather than selling, is key.
In the years since we opened our doors in 1997, we’ve become trusted advisers to many of our private clients. We've also become an integral part of the team for many of our corporate clients.
We’ve thrived through growth and recession because we’re careful and considered. It’s an approach that comes naturally to an organisation that collectively has more than two centuries of experience.
We’re proud to be able to say we look after approximately £1.5 billion of client investments, we rank in the top 10 financial advisory firms in the UK*, and that we’re listed as one of the top five independent advisory firms in Scotland.
If you’d like to meet us, we’d be delighted to welcome you to our offices in Glasgow and Edinburgh.
*Source: 2021 FT Adviser / Strategic Insight