Financial Planning Explained

What does it all mean?

As financial planners, we take a different approach to your traditional IFAs or investment managers. The clue is in the name; we plan. It’s not about just pushing products and increasing your portfolio by a percentage. Instead, it’s about understanding what you want to achieve and where you want to go in life. It’s about what truly matters to you – and once we know that it’s about making sure your money supports it.

What we do

We essentially build the blueprint for your financial future. We create a financial plan that takes into account your goals and aspirations and lays the groundwork to help you achieve them.

What we don't do

We don’t advise on defined benefit pension transfers, mortgages or equity release. However, we can refer you to some trusted specialists if you need advice in these areas.

Why choose us?

Choosing a financial planner is a big decision. It’s important you make a connection with someone who can understand what you need, and who just feels like a good fit. Come and see if we’d be suited.

Find out more

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

Fancy a chat?

Send us a message using our contact form to set up an initial conversation. All we need is a quick overview of your situation and we’ll be in touch.