Are you busy enough as a business owner or entrepreneur? Feel like you have no time, and don’t know where to take your business next?
Thinking about the future you want but have no idea if or how you can afford to live it?
Have you accumulated or inherited significant savings? Do you feel there might be a better ways to grow this than leaving it in your bank account, but aren’t sure how?
Worried about what would happen to your family if you couldn’t provide for them?
Are you nearing a point in life where you thought you would be retired? But aren’t sure whether now is the right time financially or what your options are?
Realised that you don’t need all the money you have accumulated in your lifetime, and want to start helping those closest to you?
We are based in Edinburgh, famous for its history as a centre of financial services.
Our beautiful offices on Rutland Square are adjacent to Princes Street Gardens in the heart of the city.