Building Relationships with Our Clients

Your financial situation is unique and so are our services. We follow a four-step process to build a relationship and provide quality advice:

Our Process for Providing Quality Advice

1.    Understanding You
By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve.

At this stage, you will find out what to expect from us and how you will benefit from using us.

2.    Planning
We’ll explore and research various scenarios to make the best use of your existing plans.

We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.

3.    Implementation
Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you.

Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.

4.    Review
Nothing stands still, so it makes sense to review your plans regularly.

We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation.

You will also hear from us if we have something that we feel will interest you.

London Stock Exchange

Value Move %
FTSE 100
7895.85 18.8 0.239
FTSE 250
19391.3 -59.369 -0.305
FTSE 350
4341.08 7.08 0.163
FTSE All Shares
4296.41 6.39 0.149
Dow Jones
37986.4 211.02 0.559
15282.01 -319.489 -2.048


Value Move %
1.161 -0.008 -0.652
13.632 -0.108 -0.79
13.508 -0.123 -0.905
1.237 -0.006 -0.522

Biggest Movers

Value Move %
795.6 +52.4 +7.05
477.8 -18.1 -3.65

0141 237 8140
Studio 39,
Sir James Clark Building,
Abbeymill Business Centre, Paisley PA1 1TJ.