Financial Planning

Our independent wealth advisors can make a real difference to your financial choices. Whether you are planning for retirement, saving for your children's education or looking to manage your tax, we will provide personal, expert advice and help you put achievable plans in place.

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Pension Planning

One of the most important things you can do is spend time planning for your future income. We have the pension experts on hand to take you through the planning process.

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Savings and Investments

Saving and investing can be as simple or as complex as you need it to be. From tax efficient savings plans to adventurous investment models our advisors will put in place what is right for you. 

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Tax & Estate Planning

Tax and estate planning should be a key part of your financial strategy and getting it wrong can be costly. We have the experts on hand to take you through the complexities of tax planning.

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Thorntons Law LLP is one of the largest full service legal firms in Scotland. Their private client department can cover wills, trusts and succession planning.

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What do you dream of? Wake up!

What do you dream of? Wake up!

Thursday, January 5, 2017

As we begin a new year, Barry Davidson, Head of Financial Planning considers the role an experienced…

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So, it’s good night from me….

Thursday, July 21, 2016

Inheritance Tax planning solutions

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Budget March 2016

Friday, March 18, 2016

In spite of the usual flow of leaks and raft of pre-announcements, George Osborne’s latest Budget contained…

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