Our services

We offer a real breadth of financial advice, both for you personally and for your business. These are some of the key areas we cover. We also provide financial advice and employee benefits services to businesses.

Groups4Whether you’re still building up your pension fund, or just about to retire, making the right choices is vital. The options have never been so extensive – and we’re right here to help you navigate this constantly changing landscape and take full advantage of the opportunities.

Collectively, we have over 200 years’ experience advising people – like company directors and business owners - who need more flexibility and control over their pensions. We can help you use schemes like SSAS and SIPP to the greatest effect.



Holistic, personal advice . . .

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When people ask me what I love about my job, I say, “Getting to know people”. Our clients are remarkable individuals – they’ve often created successful businesses, or made successes of other people’s. They’re interesting and full of ideas – they’re very talented people.

Stuart Dunbar, Managing Director

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