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Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. I am an Independent Financial Adviser, based in Edinburgh who aims to providing holistic advice around your financial planning needs for you as an individual, a partnership or as a company.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment.
This part of our website again provides you with downloadable documents which will hopefully help you when encountering problems, good and bad, which life throws at us. The guides contain useful information to enable you to make an informed decision. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2021/22 tax year, and how you can use it in your year end tax planning.
Investing your money needs your consideration and you need to be absolutely sure of the risks involved. The value of units can fall as well as rise, and you may not get back all of your original investment. Here we attempt to explain in simple terms all the different asset backed investments open to the individual investor, from contribution levels right through to taxation treatment of each investment.
Not only do you need to consider which mortgage is best for you, you need to think about which interest rate options are most likely to suit your needs. People buying their first home often have specific needs when it comes to finding a mortgage. A range of mortgages exists specifically for this market sector.
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