We are an Edinburgh based team of financial advisers and employee benefits consultants, who provide financial planning and employee benefits advice to our clients. Since 1994 we've been helping to change people's lives for the better. We help individuals with their financial planning and employers with their employee benefits.
We have been awarded the Gold Standard for Independent Financial Advice ten times since 2009. As a team of multi-award winning wealth management and employee benefits experts, we develop strategies to help you to achieve your goals. Fourth financial services company in the UK to achieve Investors in People Platinum accreditation.
We have been awarded the Gold Standard for Independent Financial Advice ten times since 2009. As a team of multi-award winning wealth management and employee benefits experts, we develop strategies to help you to achieve your goals. Fourth financial services company in the UK to achieve Investors in People Platinum accreditation.
Services
Our business was established with clear aims to do the right thing for our clients, and deliver a first class service. We provide transformative independent financial planning and advice to our clients, and a level of service which is exceptional. In 2019 we were awarded the Gold Standard Award for Independent Financial Advice for the tenth time.
What are employee benefits? What are the best employee benefits? What are the different types of employee benefits? The sections below will help to answer these questions and give a flavour of the type of work we can do to help you. Our knowledgeable Employee Benefits team can provide an in depth consultancy service to review or enhance your current benefits offering.
You might not know at the moment what your financial objectives might be and that's OK. We always look at your personal circumstances to work with you to give you a clear summary of your current financial position and the steps that you can take to achieve your plans and goals. Pension freedoms, flexible working, the gig economy and rising life expectancy have completely transformed the way that we work and our expectations for our retirement.
We provide award-winning, fee-based, regulated independent financial advice tailored to you. Whether you're working hard, nearing retirement, or want to pass on wealth to loved ones, whatever your circumstances we can help. We offer no-cost, no-obligation initial meetings to all prospective clients.
We are based in Edinburgh but we also have consulting rooms available in Aberdeen and central London. Get in touch to find out more about how we can help you. We are based at Anchor House, in Commercial Street in the lovely Leith area of Edinburgh. We have dedicated client parking spaces right outside our office, and we are also easily accessible by several local bus services which operate on Commercial Street.
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