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.
Meet the team
Whether in Edinburgh, the Scottish Borders or London, our team work tirelessly to deliver top-quality service to all our clientsView all team members
Why we’re different
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.
Our latest client survey results are in…
of our clients were very satisfied that we understood their needs, goals and objectives
would recommend us to their family, friends and work colleagues
believe working with us has helped them achieve their financial goals
What our clients say…
Working with Tom has made our life in retirement exactly what we wanted it to be.
Mr & Mrs PatrickRead story
Tom wanted to understand what we wanted of our life, before looking at the numbers.