FINANCE

We are registered independent financial advisers regulated by the Financial Services Authority for investment business.  Making the right mortgage or investment decisions can be daunting and our experience and breadth of knowledge help our clients rest easy that their finances are in safe hands.
We believe that our clients expect the highest standards of advice in all of their financial planning and by bringing together the strengths of our legal services team in areas such as estate planning, retirement planning and property acquisition/management we offer a truly comprehensive service.

Our taxation specialist Ian Stout is able to help clients to arrange their affairs so as to be sure that they are not paying tax unnecessarily.

Clients rely on us to advise them at keys stages of their lives and their families’ – planning for education, insurance and protection for growing families, funding property purchase and planning for a comfortable retirement are just a few examples.

Our Financial Adviser Robert Adamson advises on and selects from all of the market and we have no ties to any bank, insurer or other institution. If we don’t believe there’s a product that suits a client’s need 100% then we won’t recommend it. If we are paid any form of commission or incentive for introducing business then we declare this to our clients.

We have excellent relationships with stockbrokers, lenders, pension administrators and a range of other investment professionals and through them can provide clients with the most up to date information on market conditions and trends and new investment products.

Whilst we don’t arrange general insurance we have excellent links with brokers with expertise in the local market.

Our commitment to independent financial advice is complemented by our flexible costs/feeing structure. Our clients can opt to pay us for advice on a pre-agreed basis or we can accept commission where payable. Often we will agree with clients to refund or part-refund of a commission where we believe that this will help our client to achieve better investment growth.