Financial Services and advice

Our clients come across our financial services from a variety of directions – sometimes they’re referred to us by local accountants or solicitors, on other occasions we’ve helped them with their insurance and they are delighted to discover we also offer financial advice.

However they find us, our clients have the peace of mind that they are working with a qualified Independent Financial Adviser and have the assurance that our advice is offered entirely to improve their circumstances, not our own. We work only for our clients, not for banks or pension providers, so you can be sure you’re getting the most appropriate product for your circumstances and your budget.

Whatever product or service you need, we’ll take the time to build our understanding of your requirements, and your long-term goals and aspirations. This will allow us to develop a robust financial plan which is flexible enough to adapt to changes to your lifestyle or circumstances.

If you’re looking for independence, professionalism and excellent customers service, talk to our Lanark-based advisers today on 01555 665933 or email the team at

We specialise in the following areas:

  • Retirement Planning  (Pensions, Group Pensions, Income Drawdown and Annuities)
  • Investments
  • Inheritance Tax planning
  • Protection policies such as critical illness and life cover