We’re a boutique firm driven by very high standards. 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, which isn’t about the size of the organisation, but the quality. We took the very best from what the profession offers – the best people and technology – and we continue to invest in both so that we always strive to deliver a much deeper, more meaningful, life-long service to your family.
We’ve developed a network of likeminded professionals – for example chartered tax advisers and family lawyers – to ensure you receive a specialist approach to your wealth.
We created this service so that we could take responsibility for your needs, react more quickly, and deliver exactly what you’re looking for. For us, it’s a true privilege to see the difference we can make to our clients’ lives.
Find out more about our approach here
We work with people who are high achievers – for example, successful business owners or professionals who are making big plans for retirement.
Perhaps you’re one of them: you might have investments and pensions in excess of £1m, or earn a substantial salary, or both. You’re looking for advice and support from experts who can give you the time and space to think clearly about your wealth, where it’s taking you and where you’d really love to be.
We’re here to do that for you. To ask you thoughtful, meaningful questions – to sometimes challenge you – and to help you consider all the options.
The majority of our clients are referred to us by others, which allows us to focus on providing a quality, tailored service. These clients share our values of ambition and authenticity. They look to us for reassurance and to act responsively.
The number of long-term clients is a testament to our commitment to these relationships. Our aim is to become your trusted partner and help you and your family for many years.
Read more about how we’ve helped others by taking a look at our client stories.