Our solutions begin with you.
We believe that without a plan, life’s key ambition milestones could just be a wish. Whether you are saving for a home, a wedding, your child’s education, planning for a baby, or thinking about retiring, good financial planning can help turn your financial goals to reality. Whether you are looking to build, grow or preserve your wealth, we listen to you and help you along the way.
Our solutions begin with you. Whatever stage of life or business you are in, we believe that a personalised financial plan built around you and your vision will support your life’s journey and help steer you well towards your financial goals.
What do we believe in?
If you plan to invest, then you should start with investing in your financial plan first. The rest will then follow. It is that simple.
That is how we work with our clients. Our Founder and Financial Adviser, Paul has over 32 years of financial services and wealth management experience as well as first-hand business owner experience. Therefore, not only are we able to offer exceptional financial planning and wealth management advice, but we also understand the challenges and growth aspirations of SME / family businesses.
We work with families, businesses, and private clients across the country, with offices based in Glasgow and London
In a highly regulated and complicated financial world, we believe in making things simple and straight forward for you. We take away any worries you might have in respect of your financial goals and get started on planning for your future.
We also believe in building lasting relationships with our clients and place this at the heart of everything we do. That is why 100% of our new clients choose us because of the recommendation of an existing client. We are proud of this statistic and think it is testament to the way we work with our clients and the quality and success of our advice.
Meet the team
Founding Partner & Financial Adviser
Sales Support Executive
Ensuring that we add value to you and your financial plan, whatever changes in life and business that you face is important to us. We have a set of values that will help us thrive internally with our talented team and externally with you, our clients.
“Our values are what sets us apart from the rest.”
What to expect
We will meet you to understand what stage you are in your life. We can then devise a clear plan that is personalised to your unique circumstances, and we work with you throughout the plan, to help you achieve your lifestyle and financial ambitions.
A people business
We are a family business – we work with individuals, SMEs and other family businesses. We encourage ongoing development and training for all our staff to make sure we invest in our own people. That means, that we can continually add value to our clients.
We are a friendly and personable team. We like to listen to you so that we have a deep understanding of your story, dreams, and ambitions. We care about our relationships with our clients, and how we deliver a quality service – we think matters a lot.
Seeing life through your lens
We work with you to bring bespoke solutions to help grow, manage or preserve your wealth. We enjoy seeing things from your perspective – life through a different lens – to fully understand your circumstances and life’s goals.