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

Having retired from the day to day running of my family business five years ago I required advice on how to get the best out of my savings, pension fund and SIPP. By giving me a range of strategies and options and explaining the levels of “risk and reward” in an easy to understand format. I continue to receive on going input into my overall asset position as does my wife. I really can’t see much room for improvement apart from the one everyone strives for…higher returns!!

Sandy, Fife