Your trusted Advisor
ADVICE FOR UNIQUE SITUATIONS
Our aim is to work with our clients in a long term partnership providing a high level of service and appropriate solutions for their specific needs. We act solely in your best interest at all times and do not act on behalf of any product provider, bank or insurance company. The ‘client experience’ is paramount and we aim to ensure that you will always regard your Financial Adviser as a most trusted adviser.
Areas where we assist
Protecting your future
We provide a comprehensive financial planning service incorporating both your personal and business needs.
“I have referred family and friends to Eddie who now looks after two generations of my family, and no doubt will look after a third.
– Mr B. Clark, Forfar
“I was impressed with Eddie’s attention to detail when he was able to carry out a thorough review and quantify my pension provision.
– Mr D. Webster, Arbroath
“We would always consult with Eddie first regarding any financial matters and have always been happy to recommend.”
– Mrs I Duffy, Dundee