Our Approach

You can be confident that our advice is impartial and objective because nobody else is paying us. We act for you alone, safeguarding your interests and giving you better value for money.

What do we actually do?

We listen to you and what you want. We then compile a comprehensive review of where you stand now and where you want to get to financially. A report is then produced showing you the best way of achieving your objectives.

Why should you use us?

Because we take the doubt and confusion out of planning for your financial security. You no longer need to worry about whether you are doing the right thing. Our advice is totally impartial – nobody else is paying us so we have no axe to grind. You also benefit from much better value for money.

How much will it cost ?

First of all, we aim to save you money and then make you more. All we ask is that you investment some time to help us, to help you. Our fees are in line with those charged by Law Society of Scotland members. You can decide if you want to pay us on an hourly or daily rate basis, or even on a fixed fee basis agreed in advance.

Who else is involved?

Apart from our associates who deal with the business and management consultancy side of things, we work with your existing accountant or solicitor.

It must be emphasised that our function is not intended to replace advice available from your existing professional advisers, but rather to utilise our specialist knowledge and expertise to compliment and enhance the existing advice.