Financial Planning & Investment Management

The ability to routinely combine financial with taxation planning expertise provides us with a unique strength amongst professional financial advisors. We are an independent professional practice offering a fee based service committed to providing innovative and tax efficient solutions to meet our clients requirements.

The practice is authorised and regulated by the Financial Services Authority for investment business.

Areas of specialism include:

  • Savings & Investments
  • Pre-retirement planning
  • Retirement options
  • Investment advice
  • University or school fees
  • Savings plans (ISA’s, NSC’s, etc)
  • Workplace & Pension planning (personal or corporate)
  • Personal finance
  • Home purchase/mortgages
  • Debts
Please contact David Arthur for further information.

What Our Clients Say

I wanted to find the best ways to invest for the family and retirement. David’s explanations were clear and many different options were suggested. We are now on track for retirement and more consultation will be required in the very near future. I have been happy with the service that I have received – would recommend David Arthur to anyone.

Irene, Fife