What We Do
The business started in early 1993 and I have been in it since May 1983 with one of the traditional mutual life offices.
The marketplace journal, Financial Adviser scored my answers 19/20 for our client handling services and granted us their prestigious five star award for knowledge of the financial services industry back in 1997.
Followed by Runner Up in The Scotsman newspaper’s Independent Financial Adviser of the Year awards in 2006.
More recently, I was the STV Money Man in the early evening program The Hour hosted by Stephen Jardine.
Wealth Management Program
The Wealth Management Programme is a step-by-step process to help you achieve your financial goals.