We are a highly regarded, dynamic, IFA company based in Dunfermline, Scotland's ancient capital. Geography is never a problem; we have national and international coverage and easy access to the financial powerhouses of Edinburgh and London.

Established in 1995, we believe in old fashioned values but use modern technology to provide a timely and accurate service.

Our clients are colourful and diverse, spread geographically throughout the U.K. and across the globe. We look after individuals, families and businesses. They all expect and deserve a confidential, frank but friendly, bespoke professional service. We deliver that service with great care. Why? Because WE care.

We are committed to bringing our customers the very best our profession has to offer, using plain English with no industry jargon.

Over 90% of our new business clients come from referrals from satisfied customers - a clear indication of the quality of our friendly service and advice. We are very proud of this statistic.

Quite simply, we aim to enhance and protect the future wealth of our clients by combining modern methods with old fashioned values. We aim to KEEP our clients by providing a comprehensive, caring and continuing service for them and their extended families.

If you value your independence and want a no-nonsense approach to financial planning - Contact us now.

We care and so should you.