We could be a great match
Clients come to us for brilliant results – and we deliver on that! But scratch the surface and you’ll find there’s so much more to us than just financial performance. Here are some of the other reasons why we’re trusted by so many.
Down-to-earth service
We firmly believe that financial advice doesn’t have to be intimidating or complex. On the contrary, ours is wholly approachable, friendly and jargon-free. No need to worry about feeling out of your depth!
Financial planners, not investment managers
We focus on people first, money second. Our role is to ensure your financial plan aligns with your goals and values. We can then recommend best in class solutions and fund managers to suit you.
Our Chartered status
As a Chartered Financial Planner, Graeme has demonstrated a high level of knowledge, skill and ethical practice. The “gold standard” of financial planning, it’s a sign that you can trust in his advice and his approach.
Specialist advice for NHS workers
Graeme has been advising NHS staff since 2011, so we speak your language. We understand the ins and outs of NHS pension schemes and how we can help add the most value.
Knowledge and expertise
With more than 25 years’ experience, Graeme is also a professional lecturer at Edinburgh University, where he teaches a yearly financial services module to graduates. Safe to say he knows his stuff!
Long-term, valued relationships
Financial planning is a journey, and we’re in it for the long run. We nurture great relationships with our clients that span years and generations, often encompassing multiple family members!
We come well recommended, too!
Just take a look at our list of 5* reviews on VouchedFor, each one left by one of our happy clients.
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