Solicitors
As Chartered Financial Planners, we adhere to the Chartered Insurance Institute's strict Code of Conduct. Our experienced team of advisers and paraplanners work with a number of Solicitor firms in the following key areas:
- Trust Investment Advice & Reviews (including Structured Settlements)
- Inheritance Tax Planning
- Pensions & Divorce
- Holistic Financial Advice for Private Clients
- Expert Witness Testimony
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.
The proposed Legal Services (Scotland) Bill will no doubt change the legal landscape in Scotland and we believe that we can work with you to provide complementary services to your clients at this time.
