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 sold my business and had a capital sum to invest and my mother died and so received monies from the sale of her house. David advised me how best to invest and build up my pension. The investments he made brought an excellent rate of return and I know he keeps an eye on the market and makes changes as and when required. He conducts regular reviews and always responds timeously to email or telephone enquiries. He is also very clear in the explanations of his actions and changes which he has foreseen.

Jennie, Fife