We are a leading wealth management and accountancy firm, originally founded in 1914. Our financial services division was established by our existing Director, Kate Brown, in 1995 and has five financial advisers (four of whom are Chartered Financial Planners), with specialisms in retirement planning, trusts and corporate benefits.
Together with the support team, we employ 16 staff and the advisers receive an excellent level of Paraplanning, technical and administrative support. We are never short of new opportunities, from client referrals, the accountancy practice and introductions from professional connections.
We enjoy a great relationship with our clients, most of who are based on the Scottish central belt although with several spread across the UK and beyond.
Housed in a converted school building, there is easy parking and we are within walking distance of the train station.