The value of investments and any income from them can fall and you may get back less than you invested.
We have more than 30 people in the investment management division, who work with individuals, families and businesses across Glasgow and the UK. Our portfolio management services cover private clients, ISAs, charities, trusts, pension funds, and SIPPs, and we have specialist knowledge in all of these areas. Our financial planners offer an integrated service, designed to take a complete view of clients’ financial circumstances. In addition to offering a full strategic financial planning package, we can also work on specific projects such as estate planning, school fees planning, pensions, and tax-efficient strategies.
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Valued by our clients
We have strong and sustained client satisfaction in both of our last annual surveys.