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Glasgow's financial planning specialists.

Each fully-qualified and certificated member of our team brings outstanding professionalism and expertise to the table. And with a range of complementary specialisms between us, we have the breadth of knowledge to help individual and business clients with every aspect of their financial planning, now and in the future.

Our vision & mission...

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Our Mission

To provide individuals and businesses with professional, principled and transparent financial advice, and to create relationships based and built on trust.

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Our Vision

A world where all of the people in our community are clear about their futures and can enjoy their lives without the fear of running out of money.

The Intelligent Journey...

1999

We started our journey in Glasgow with a vision of helping in the local community become financially independent.

2017

Our team completed a Management Buy-Out (MBO) so we could continue providing a personal service to local people.

Today

We are bigger and stronger than ever, with a large dedicated team and a thriving client community.

Our team:

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Nikki Hamilton

Claire Speers

Business Support

Client Support

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Alison Findlay

Client Support

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Elaine Duncan

Lesley Hicks

Paraplanner

Client Support

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Robert Smillie

Paraplanner

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Julie Jackman

KerryAnn Smith

Paraplanner

Paraplanner

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Graham Gordon

John Freeland

Director of Client Services

Director

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Angela Welsh

Operations Director

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David Bremner

Managing Director

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David Nelson

David McFetridge

Chartered Financial Planner

Financial Planner

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Julie Mitchell

Chartered Financial Planner

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Vicki McDonald

Ross Munro

Client Support

Chartered Financial Planner

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