About us
The registered business address is in Dollar with additional offices in Edinburgh, Glasgow and London.
We provide the following services to our clients:
Private Clients
- Investment and Retirement planning
- Protection and Insurance
- Trust and Estate planning*
Corporate Clients
- Corporate pensions and employee benefits
- Shareholder protection and key person cover for senior people;
- Business Protection
- Wealth management advice to senior executives;
- Introductions to other professional organisations e.g. insurance broker, accountant or bank.
*Trusts are not regulated by the Financial Conduct Authority.
More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
