Why choose us?
Proudly independent
We’ve always believed that advisory independence is crucial to getting the best outcomes for our clients. That’s why we’ve remained fiercely independent as a firm. This means we aren’t restricted and don’t have ties to certain products or providers – instead, we have the freedom to search the whole of the market for the right solutions for you.
A personalised service
Every single client that comes to us is unique – so our service is too. We take the time to truly understand your challenges and motivations before making bespoke recommendations. It’s also important to us that we work in a way that suits our clients – whether it’s face-to-face meetings or doing things virtually, we’re completely flexible.
A wealth of experience
We’ve been in the financial services profession for 35 years. Throughout that time, we’ve seen multiple industry changes and come into contact with all kinds of people and scenarios. Whatever your needs are, no matter how complex, we have the skills, knowledge and desire to help.
A long-term partnership
For us, great financial planning is all about going the distance. We value long-term relationships, as they allow us to support you through your changing life circumstances, ensuring you’re always making progress towards your goals. If you’re looking for a lasting partnership, we’re the firm for you.
What our clients say
My husband and I were fortunate enough to accumulate a moderate sum of money and were unsure on how to best invest it. Having taken sound advice from Ewan on another financial matter a number of years prior to this, we decided to seek his advice. Following an initial discussion we were confident that Ewan was the right person to guide us.
He took time to patiently listen to our objectives, taking into account our individual priorities and helping us to work out how to best meet our goals. He explained things clearly, ensuring that we fully understood each stage of the process. With the help of Ewan’s expertise we are very happy with our investments, and our regular reviews ensure we that are always fully informed and confident in our decisions.
I initially contacted Ewan to ensure that my personal funds were being invested in a way that matched my medium to long term requirements. It was important that this was done in the most tax efficient way possible for my wife and myself.
As I subsequently approached retirement age Ewan listened to my ambitions, considered all the options, and clearly set out the various courses of action available to me in order to meet my goals.
This has given me considerable comfort, enhanced by our regular meetings which ensure that the funds continue to be invested in a way that matches my risk appetite.
I have worked with Ewan over many years, exploring the best growth opportunities for my savings and ultimately planning for my future retirement.
I have always felt that my requirements have been listened to, and any communication I have received from Ewan has been clear and easily understood.
Peace of mind is important to me, so I feel reassured knowing that my investments are with an experienced adviser and trusted company, with the benefit of annual face-to-face meetings.
