Our team have a wealth of experience
And their knowledge is based on an understanding of the complex issues intrinsic in the financial planning requirements of our clients, e.g. doctors' and dentists' career structures, the NHS superannuation scheme, personal risk management, and wealth preservation.
Medical & Dental?
We will help you organise your financial affairs and develop a comprehensive Financial Plan aimed at achieving your objectives. Our client-focused approach will allow you the control and flexibility to look into your financial future and make the right decisions now in order to achieve your desired outcomes.
- Be financially better organised
- Improve your investment returns
- Reduce tax liabilities
- Manage financial risk better
- Avoid running out of money
- Achieve and maintain your desired lifestyle
News + Events
Our team of financial experts are the best in the business and regularly host and attend events throughout Scotland.
We are delighted to announce that our office will be open and available for face-to-face meetings from Monday 4th October.news
We are currently looking for a Trainee Financial Planner to join our team in Aberdeen.news
The term financial advisor can apply to a wide variety of people or to digital services called robo-advisors. This umbrella term can also include financial planners, who have a special designation for qualification.advice