From our office in Aberdeen’s West End we offer both investment management and financial planning services to clients mainly in the North East and the Highlands.
Our investment managers provide a comprehensive and personal portfolio management service called ‘discretionary management’. This is best suited to clients who need bespoke private wealth management and prefer not to be involved in the day-to-day management of their investments. You delegate all routine investment decisions to your investment manager, who manages a portfolio tailored to your needs, while maintaining regular contact with you.
Additionally, our financial planners can help you map out a financial plan that suits your lifestyle, providing guidance so that you make important lifetime decisions on issues including tax planning, retirement and passing your estate on to the next generation.
If you would like any further information on how we can help you, please get in touch.