Independent financial advice Scotland Glasgow Lanarkshire Edinburgh

Welcome

We Providing 1-2-1 Financial and mortgage advice throughout Glasgow, Lanarkshire & Central Scotland with consultations in the comfort of your home.

We are a Chartered firm of financial planners. This This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with a firm that is wholly committed to providing you with the best possible advice, service and support..

We are a family firm very focused on service. View our TESTIMONIALS page.
Many people think an IFA is only for the wealthy but this is not the case. The majority of our clients are normal everyday people. Our services are open to everyone.

Why use an IFA?

As Independent Financial Advisers we are able to provide personalised advice on a host of areas as follows:

Investments

Protection

Pensions

Inheritance Planning

Mortgages

We specialise in face to face advice with home consultations.

We adhere to strict FSA (Financial Services Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. We hold professional indemnity insurance and are registered under the Consumer Credit Act and Data Protection Act and hold the appropriate licences.

Visit our QUALIFICATIONS page for more information.

Your home may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we charge a fee of 1% of the loan amount. Any commission we receive from the lender will be returned to you or used to offset a proportion of our fee.

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Independent financial advice Motherwell Hamilton Airdrie Coatbridge Bellshill Uddingston Bothwell