A Team Approach

As the areas in which we advise upon are wide and far reaching and financial markets become more complex we do not rely solely on the knowledge of our client advisers. To ensure that our clients receive accurate, up to date advice, we employ only the most experienced professionally qualified and proven financial professionals.

These talented individuals work collectively as a team on behalf of our clients. On a wider scale, we look to work closely with, and complement our clients' existing professional advisers such as solicitors and accountants. This ensures that our clients receive consistent, accurate advice and benefit from a "professional team" approach to the management of their affairs.


Meet The Senior Team (click name for details)

Paul Macintosh - Chief Executive

Simon James - Managing Director

Jonathan Ward - Investment Director

Kevin Finlayson - Technical Director