We are Edinburgh based wealth management professionals, specialising in creating bespoke, flexible and suitable investment solutions on behalf of private individuals, family trusts, corporates, pension schemes and financial advisers.
With a combined industry experience of over 25 years in our front office and significantly more than that at our outsourced back office we are always available to provide a knowledgeable, personal service to our clients.
We aim to make sure every one of our clients feels valued as an individual and that they would have no hesitation recommending our services to their friends and family. Indeed word of mouth is our most significant driver of new business. As an owner managed boutique we do not set annual new client targets and firmly believe our most important client is the one we already have a relationship with.
Our promise is to provide you with an efficient, cost effective, exceptional service that will not throw up any nasty surprises. Everything we do is centered around your experience as a client.