We are an independent financial planning practice, serving clients in Scotland and throughout the rest of the world.
We are a group of professionals who between us have several banking, accounting and financial services qualifications. Our common goal is to deliver top-quality impartial financial advice to our clients.
Our team is highly-qualified, with most of our advisers having added the internationally-recognised Certified Financial Planner licence (CFP) from the Institute of Financial Planning (IFP) to their existing professional qualifications.
Much of what we do can be described as managing investments, managing tax, managing risk and managing expectations. By doing these things effectively, we dramatically increase the probability of successful financial outcomes for our clients.
We have considerable experience in planning and implementing tax-mitigation strategies for individuals who are moderately affluent, as well wealthy individuals, families and entrepreneurs.
This site is not associated with any of the companies you see on this site or any of the companies who make contact after you complete the form
Our intermediary activities are operated through Lead Point UK Ltd who is authorised and regulated by the Financial Services Authority (FSA No: 476785). Our Consumer Credit License is 0630670
We do not provide any financial advice relating to mortgages or other credit or Insurance products. The product information is obtained from independent sources and rates may vary depending on your circumstances. We provide our service free of charge but we sometimes receive commissions from IFA's, brokers and intermediaries for introducing you to them. These partners may charge you fees for their services and the amount may depend upon your circumstances.
The content of this site is meant to be informational, and it should not be considered financial advice.
Your details will be sent to a provider who will contact you to discuss your requirements. Occasionally Simply Media Network or selected partners will email you details of products that you may be interested in, if you wish to stop receiving these emails just click the unsubscribe link or email us at email@example.com.
Give feedback -Your comments matter. You can either write to firstname.lastname@example.org or, at our Registered address: Customer Care, Simply Media Network Ltd, 48 Charlotte Street, London, W1T 2NS
This site is owned and operated by Simply Media Network Ltd. Company Registration number: 06770502