Accountants
We work with a number of Accountancy practices and provide financial advice which complements their services. Tax year end planning, financial advice for small and medium business owners and the constant changes to pensions legislation are key areas where we can work closely with you to benefit your clients.
Our advisers hold advanced corporate financial planning, tax and pensions qualifications and can provide holistic or focused advice.
As one of only five firms of Chartered Financial Planners in Edinburgh (as at October 2009), you can be sure that our advice is totally independent and of a high technical standard. In addition, as Scotland's only holder of the Gold Standard for Independent Financial Advice, you can be confident that your clients will receive the same high standard of service that they experience when dealing with you.
