Our Services
Ethical Investing
Investing & saving responsibly
If you have funds to invest for growth or income, we can help your money work harder and do good things. We always recommend ethical, sustainable and positive impact investments.
Pensions
Retirement
planning
Finding pensions, especially your pensions, confusing? Realised you need to get organised before it’s too late? Let us tell you when and how you can stop or slow down.
Check your attitude to risk
Take a couple of minutes to find out your investment personality.
What's your sustainability score?
See how you feel about responsible and ethical investing.
Financial Planning
Sorting out
your savings
In a muddle over what you have, if it’s right for you and what it does? We’ll help you get your savings and investment organised.
Inheritance Tax
Giving gladly,
receiving sadly
We help both those who have inherited and those who want to pass on what they have to the next generation.
FAQs
Yes, we will help you to organise your pensions and savings to provide income in retirement.
We will advise you on the best way to do this.
Yes, we help many clients to invest and organise their ISAs and pensions.
We can help you decide how and where to invest and advise on the portfolio which might be right for you.
Yes, we help our clients to plan to pass on their wealth tax-efficiently.
We often help those that have inherited money to organise and invest it effectively.
We specialise in ethical, responsible and sustainable investments and always discuss these.
We always discuss life insurance if we think it is appropriate for your needs.
We’ll follow an advice process to decide the level of risk you take is appropriate and will always recommend properly regulated investments and providers.
If you become a client, we will meet you each year, more often if needed, to review your plans, investments and circumstances.
We’ll start with a phone call, then ask you to send us some details before we meet. We’ll explain things and ask for any information we need before we meet for the first time.
TESTIMONIAL
Client stories
Philip has significantly improved my personal pension situation. He was able to track down and consolidate historical pension contributions made with previous employers that I was uncertain of. I am well on the way to building a modest personal pension and a steadily building ISA find.
Client
Ayrshire