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 looked for an accountant for business start-up advice. Raymond advised the best type of bookkeeping software for the financial staff, and provided training for this. He explained the situation for taxation etc, and has advised on an ongoing basis, as the needs of the Company have changed. Raymond provided advice on property purchase, and tax efficiency both at Corporate and Personal levels. Raymond is approachable, friendly, deals with things in a straightforward and easy to understand way, and is easy to get a hold of!

Laura, Fife