Who We Are
We are an Edinburgh based team of financial advisers and employee benefits consultants, who provide financial planning and employee benefits advice to our clients.
Since 1994 we’ve been helping to change people’s lives for the better. We help individuals with their financial planning and employers with their employee benefits.
We have been awarded the Gold Standard for Independent Financial Advice ten times since 2009.
As a team of multi-award winning wealth management and employee benefits experts, we develop strategies to help you to achieve your goals.Discover More
The average Net Promoter Score in our industry is +50. Our NPS is +88
We have achieved the Gold Standard for Independent Financial Advice ten times since 2009. 10
Number of years of combined financial services experience in our team. 378
Fourth financial services company in the UK to achieve Investors in People Platinum accreditation. 4th