Insurance Brokers and Independent Financial Advisers
For almost 40 years, we’ve been based right in the heart of Lanark and we're delighted that for the main, our clients are our neighbours. In fact, over 90% of our clients are in North or South Lanarkshire making us a real community business.
Some clients just want help finding the right insurance policy for their home; others have more complex insurance needs, such as a high risk or niche commercial enterprise. Some clients also want access to our financial services, trusting us to take care of their pensions, annuities, investments and tax planning, alongside their insurance.
However many or few of our services you choose to use, our small but perfectly formed team is right here for you. We’re confident that as you get to know us you'll find us a friendly, trustworthy and professional bunch and we hope you stay with us for many years to come.