Celebrating Prestigious Recognition at the Professional Adviser Awards

We are thrilled to announce that we were recently honoured as finalists for four esteemed awards at the prestigious Professional Adviser Awards. This accomplishment is a testament to our dedication to providing high-quality financial advice and reaffirms our standing in the industry.

Insights
London During Autumn Time With The Big Ben Clocktower At
2026 Autumn Budget – Breathing space?

At a glance Support for households struggling with rising living costs, with measures to help with fuel and energy costs. Thousands of smaller businesses to be taken out of paying business rates. Cash ISA limit to remain at £20,000 in a reversal of previous plans. From April 2027, tax rates on savings and property income […]

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Insights
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Business owners – could new pension and IHT rules affect your succession plans?

At a glance From 6 April 2027, most unused pension funds and pension death benefits will form part of an individual’s estate for IHT purposes. Business owners considering a sale or holding commercial property and other assets through a pension may face succession-planning considerations. Reviewing pension, business exit and estate plans together can help owners […]

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Investment
Beautiful woman traveler climbs uphill with a dog on a backgroun
Shielding protection cover from inflation

At a glance The longer a policy is in place, the greater the risk inflation will erode the real value of a fixed benefit. Index linking (linking the policy value to inflation) can help the payouts keep pace with rising costs. Financial advice can ensure you take out the right protection cover for you and […]

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Edinburgh

Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ

T: 0131 510 8610

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Inverness

7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY

T: 01463 221 221

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Inverness

Third Floor,  Suite 3A1, Metropolitan House, 31-33 High Street,
Inverness,
IV1 1HT

T: 01463 258058

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London

Number 33,
St. James's Square
London,
SW1Y 4JS

T: 0131 510 8610

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Email us: [email protected]

 

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