What do we do?
As independent financial advisers, we help people from all walks of life make smart decisions about their money. We will provide you with quality financial advice involving matters such as retirement planning, investments, protection and Inheritance Tax planning.
We’ve got the experience and passion to help you achieve your objectives. Everyone is treated as an individual and we will work with you to implement the products, investments and services that will support your future.
When you come to us, you will be welcomed as though you are family and we will work together to help you establish and achieve your long term life and financial goals.
Who are we?
Led by experienced financial adviser David Jamieson, we deliver a high-quality level of advice to our clients. As a Chartered Associate of the London Institute of Banking & Finance, David has the expertise to take you on this journey and help you live out your life goals.
Be rest assured that we will go the extra mile to ensure that you receive a bespoke service and achieve the outcome you desire. A member of the financial planning network, Corbel Partners, which collectively advises on in excess of £2bn of assets (2022) you will benefit from the scale, expertise and protection that a larger organisation offers.
Why choose us?
You need to feel confident that you can put all your trust in us and that we can help you to get to where you want to be in life.
We take pride in the extremely high level of personal service we provide. You will always be treated with respect and compassion, and you will feel at ease working with David.
No client is the same; therefore, we ensure that we understand your personal or business objectives and deliver bespoke solutions that are right for you.