We are an independently owned family business offering holistic financial planning and advice to our clients on an ongoing basis. The foundation of our service proposition is built on developing and maintaining long term relationships with our clients. We are committed to delivering a consistent high quality financial planning and investment service.
This enables us to work together with our clients to build a planning strategy and over time to recommend the appropriate adjustments required as circumstances and legislation inevitably change over the years.
This enables us to work together with our clients to build a planning strategy and over time to recommend the appropriate adjustments required as circumstances and legislation inevitably change over the years.
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Craig Maclean is a Fellow of both the Personal Finance Society and the Chartered Institute of Bankers in Scotland, and was among the first tranche of Financial Advisors to be awarded the coveted Chartered Financial Planner status in 2005.
In 2005 the Privy Council granted the Chartered Insurance Institute (CII) the power to award Chartered Financial Planner Status to those financial advisers that had successfully completed a suite of advanced level professional qualifications and who could demonstrate a minimum of five years experience working as a financial adviser.
In 2005 the Privy Council granted the Chartered Insurance Institute (CII) the power to award Chartered Financial Planner Status to those financial advisers that had successfully completed a suite of advanced level professional qualifications and who could demonstrate a minimum of five years experience working as a financial adviser.
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