We’re invested in you
In an industry with a high staff turnover, we stand out by offering our clients reassuring continuity. Our chairman, Stuart Bryant, has been here from the start. Fellow director, Jo Watt, joined the profession in 1988 and the company, six years later.
Stuart and Jo are both Certified Financial PlannersTM, qualified Investment Managers and Chartered Wealth Managers. Jo is also a Chartered Financial Planner. They are both qualified to Level 6 (the professional minimum requirement being Level 4).
They are supported by a team of highly skilled and qualified individuals, all dedicated to providing a thoroughly professional, client-centred service.
If it suits you, we can also work with other advisers you might have to ensure you receive all the help and advice you need.
And although it’s a serious subject, we want you to find being a client of ours a pleasurable experience. To relax in the knowledge that we’re taking care of you every step of the way.
But most of all, we want you to enjoy your wealth and the freedom it brings.