Investment and financial

We believe that because we deal with your accounts we are well placed to offer impartial advice in areas such as:

  • Pension schemes
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts
  • Investments

At the same time, we realise that in today's complicated financial markets these are areas that require specialist knowledge - which is where we make use of our wide range of professional contacts.

Where the matter is outside our field, we can recommend a suitable independent adviser and work with him or her to advise you.

Make us your first port of call and we shall make sure you receive reliable, professional advice.

In accordance with the disclosure requirements of the Provision of Services Regulations 2009, our professional indemnity insurer is Aviva Insurance Ltd, Pitheavlis, Perth PH2 0NH. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.