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News Retirement

13 Apr 2022

The useful guide to reaching your retirement goals

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News

06 Apr 2022

Investment market update: March 2022

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News

06 Apr 2022

12 online puzzles like Wordle to give your brain a workout in 5 minutes

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News

06 Apr 2022

10 outstanding walks to enjoy during May to celebrate National Walking Month

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News

06 Apr 2022

3 interesting pieces of data that show why you shouldn’t panic during market volatility

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News

06 Apr 2022

“Midlifers” are hit by time and financial pressures. Financial planning can help balance your priorities

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News

06 Apr 2022

Why good retirement planning is about more than your pension and money

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News

06 Jan 2022

Investment market update: December 2021

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News

23 Dec 2021

The best places in the UK to watch the stars

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News

23 Dec 2021

59% of people say the pandemic has made them question their priorities. Has it affected your plans?

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News

23 Dec 2021

2 allowances to use before the end of the tax year to make your retirement more comfortable

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News

23 Dec 2021

8 things to do if you’re retiring in 2022

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Hear from our clients

Don’t just take our word for it. Hear from some of the people we’ve helped with our advice.

Graeme was very professional and conducted an overall review before making recommendations which were followed up in writing. He is very good at his job, assesses situations well, is totally trustworthy, and can be relied upon to give good "non pushy" advice after full research.

A client in West Lothian

Graeme organised a financial seminar for NHS staff nearing retirement. I was impressed with his knowledge and presentation and there was no pressure to sign up.

A client in Lanarkshire

Graeme has a dedicated, systematic approach to our financial planning and we are very pleased with the positive results. We look forward to his regular visits to our home.

A client in Berwickshire

Graeme's welcome visits bring both me and my wife total confidence in his ability and he always leaves us believing that he is acting in our best interests.

A client in Renfrewshire

Graeme is very approachable and his financial advice is presented in a way that I can understand! I'm sure my situation isn't complex in the great world of finance, but he never makes me feel I am wasting his time.

A client in West Lothian

Graeme provides advice with great clarity. Unused to the world of investments he was able to provide the right level of information in an easily understandable manner.

A client in Lanarkshire

Graeme excelled and I am very pleased with the position (financially) that I now find myself in. My deepest thanks go to Graeme and his team for their excellent service, and I look forward to their continued advice.

A client in Fife

By helping us take control of our pensions, Graeme gave us a reassuring back stop at a time when our jobs were uncertain. I wish I had met Graeme earlier!

A client in London

Graeme has the patience to listen, which gives him a good understanding of my situation and requirements. He makes me feel at ease during our meetings and gives me various investment options to consider. There is no hard sell or pushiness. He is trustworthy and truthful and has given me great peace of mind.

A client in Bedfordshire

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