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.

Request a call back Meet the team

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 Investment Manager and Financial Planner to provide you with holistic financial and a robust and personalised strategy for achieving your financial objectives.

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 do not miss out on appropriate opportunities or are exposed to unnecessary risks.

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.

Speak with your Financial Professional

0131 550 1200

Monday - Friday (9am - 5pm)

Latest insights

Planning for the unexpected
Read Julie'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 Julie Crombie
Financial Planner
Article
New Covid-19 variant hits travel and markets
By Garry White
26 Nov 2021 | 7 min read
Article
Pandemic savings to boost Black Friday, but what then?
By Charles Stanley
26 Nov 2021 | 5 min read
Article
Are the easy times behind us?
By Rob Morgan
Spokesperson & Chief Analyst
26 Nov 2021 | 5 min read

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
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Edinburgh.

0131 550 1200 (Open Mon-Fri, 9am-5pm)

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