We are a small family run firm of Independent Financial Advisers (IFAs) with a focus on pension and investment advice. Whether you are approaching retirement and need help with your options or have capital to invest we can help. We are also pension transfer specialists and can guide you through this complex area.
We provide a very friendly and professional service with home visits mainly, throughout Lanarkshire, and Glasgow.
"My aim is to make the advice process easy for my clients. I provide a friendly, professional and transparent service. I take great pride in the client testimonials I receive. Frequently clients are worried at key stages in their life, such as retirement. My goal is to remove this anxiety and handle the whole process from start to finish."
We specialise in Pensions, Investments, Pension Transfers & Retirement Options.
We are independent and therefore work on your behalf.
We provide tailored solutions to our client's individual needs and goals. We take time to listen and understand what is important to you. We specialise in Pensions, Investments, Pension Transfers & Retirement Options.
A friendly professional service. We are a small family firm providing home visits across Lanarkshire, Glasgow, Edinburgh and Ayrshire.
*First meeting at adviser's own cost. Note this may be restricted to a telephone meeting.
National Savings, Trust Planning and some forms of estate / taxation planning are not regulated by the Financial Conduct Authority.