About the Business
We are delighted to announce our new status as Chartered Financial Planners, the gold standard for firms of financial advisers. It is awarded to firms who can demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards. Our aim is to provide all our clients with a bespoke financial planning solution, tailored to their particular objectives. We have always been independent of all insurance companies and financial services providers, because we believe that is the only way to act in our clients' best interests.
A reflection of our professional approach to advice, and our belief in top qualifications and the ongoing gathering of knowledge, we are one of only a select number of firms in Glasgow to achieve the title of Chartered Financial Planner. An essential part of our process is to create an environment where clients can feel at ease and clearly see that we are a professional, advice orientated organisation.
Location & Hours
