we ascertain the needs of the client and what they wish their money to do – say income provision or perhaps growth as a nest egg – and we use our expertise and knowledge of our client's personal and financial circumstances to obtain appropriate advice to suit these needs

we have an in-house nominee company to enable our clients to have investments held in a convenient, efficient and safe manner

we can recommend a suitable stockbroker for advising us and dealing in shares and other Stock Exchange holdings on behalf of our clients and we ensure that regular reviews are carried out to our client’s portfolio

we advise on all forms of personal taxation and can assist with income tax, capital gains tax or inheritance tax

we are licensed by the Law Society of Scotland to conduct incidental investment business activities.