Headquartered in Glasgow, with consulting rooms in London, our award-winning team comprises a group of talented people who have each left corporate life looking for something better.
We decided that what the big companies were offering wasn’t good enough and that our ‘good’ was greater.
We set out to create something different.
We act for a small number of clients as this allows us to focus on providing a quality, tailored service. Our client to staff ratio is amongst the highest in the profession. Our approach is based on understanding every aspect of your wealth and your ambitions. Working with you, we’ll develop a long-term plan that will take account of your situation now, and be flexible enough to deal with eventualities in the future.
Like our clients, we value the benefit of our trusted relationship. Our aim is to help you and your family for many years. The number of clients who have remained with us is testament to our commitment to these relationships.
