Independent - And Proud of It

Our aim is to provide our clients with a flexible, high quality service, tailored to best suit the specific financial requirements of your individual lifestyles, or business.

Common Queries and Questions

Hopefully these answers to some of our frequently asked questions will help with your queries.

..if not, contact us

  • What will it cost me for my initial meeting with an adviser? +

    It wont cost you anything to meet with an adviser initially. Your initial meeting will determine any what, if any, needs you have and if we are able to assist you.
  • What are your opening hours? +

    9-5 Monday-Friday (exception of some bank holidays and Christmas/New Year)
  • Can i meet with an adviser out with these hours? +

    You can arrange with your individual adviser a suitable time if need be out with these office hours
  • Am i assigned a specific adviser? +

    Yes, you will be assigned a specific adviser which will enable you to build a sound customer/adviser relationship
  • Can i access my funds when I need to? +

    With most companies it takes around 10 working days (excluding bank holidays) to sell down from funds and pay by BACS
  • How much risk is involved? +

    During your meeting with your adviser you will go through a detailed discussion to establish your attitude to risk and based on this will be invested within a fund portfolio suited to your level of risk
  • Where are your offices? +

    We have 3 offices covering the North East of Scotland based in Inverness, Ellon and Aberdeen
  • Can i nominate someone to speak to an adviser on my behalf? +

    Yes, provided they have Power of Attorney
  • Are you fully independent? +

    Yes, we are independent financial advisers which means we have access to the whole of the market therefore, we can find the best tailored solution for your needs
  • How long is an appointment? +

    Your first meeting will usually last about 1 hour
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01463 712752
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