We are regional firm of independent financial planners and wealth managers established since 1987. With offices in Angus, Scotland we pride ourselves on our ability to present our advice and recommendations in a clear and concise manner. With over 9,000 clients spread throughout Scotland and beyond we aim to build relationships that last. As a family owned and managed business we appreciate the importance of integrity, professionalism and constant communications. Trust has to be earned, we aim to earn that trust. We are directly authorised by The Financial Conduct Authority.