Bespoke financial planning
So you can live the life you want to live
We deliver financial peace of mind so you can make confident choices about how you
want to live your life.
As Wealth Managers & Financial Planners, we’ll focus on you and use your wealth to create the life you want to live. By taking this approach our clients develop peace of mind and financial wellbeing.
Whether in Edinburgh, the Scottish Borders or London, our team work tirelessly to deliver top-quality service to all our clients
We’re ruthlessly focussed on you, helping you realise your life goals… and helping you enjoy the process!
As financial planners, we’ll focus on you and use your wealth to create the life you want to live. By taking this approach our clients develop peace of mind and financial wellbeing.
90 %
of our clients were very satisfied that we understood their needs, goals and objectives
100 %
would recommend us to their family, friends and work colleagues
100 %
believe working with us has helped them achieve their financial goals
Working with Tom has made our life in retirement exactly what we wanted it to be.
Tom wanted to understand what we wanted of our life, before looking at the numbers.
I'm able to maintain the lifestyle I want while planning out my ideal financial future.
Contact us
If you’re interested in speaking to us please get in touch, we’d love to hear from you.
