We are a Chartered firm of financial planners. 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.

As Independent Financial Advisers we are able to provide personalised financial advice on a host of areas.
We are a small family run business and believe clients want a more personal approach when planning their future. We are able to provide financial advice, not only through Glasgow and Lanarkshire, but throughout Scotland and the UK.

Click here to read TESTIMONIALS from our satified customers.

Getting the right advice means speaking to the right people.

We adhere to strict guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and risk profile.

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.

CALL US NOW ON 01698 815006
We have a wealth of experience and support behind us. We represent your interests and have no ties with individual providers. We hold professional indemnity insurance and are registered under the Consumer Credit Act and Data Protection Act and hold the appropriate licences.

For anyone to find the best products and providers in any market you first have to possess the knowledge, experience and tools to find your way. We look after our clients on a daily basis and understand the financial market and what is important to consumers.

Please feel free to CONTACT US to find out how we can help.

We pride ourselves in giving our clients a first class service and advice they can trust.
Our CUSTOMER COMMENTS speak for themselves.

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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.

Principal David Mulholland DipPFS, CeMAP

To arrange a financial consultation please phone 01698 815006 or visit CONTACT US now.