Secure your financial future

Your local Edinburgh Financial Professionals

Build a trusted, personal relationship between you and your local Investment Manager and Financial Planner - so we can support you to create a more secure financial future.

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What we offer

We support a wide range of clients, advisers and organisations with our Financial Planning and Investment Management services.

Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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Financial Planning Service

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Speak with your Financial Professional

0131 550 1200

Monday - Friday (9am - 5pm)

Latest insights

Planning for the unexpected
Read Mia's story of how she helped Arthur & Rose as their situation changed when Rose started to have ongoing health problems. Opening up the conversation with their daughters helped everyone feel supported.
By Mia Kahrimanovic
Financial Planner
Article
The wisdom and madness of crowds
By Rob Morgan
Spokesperson & Chief Analyst
26 May 2022 | 7 min read
Article
How much can you contribute to a pension?
By Rob Morgan
Spokesperson & Chief Analyst
23 May 2022 | 7 min read
Podcast
Unpicking the frenetic market action of recent weeks
19 May 2022 | 29 min listen

About the Edinburgh team

Established in 2002, our team of Investment Managers and Financial Planners are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

Downloads / Documents

Where to find us

We are always happy to welcome you to the Edinburgh office.

2 Multrees Walk
Edinburgh
EH1 3DQ
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Meet the team