As Financial Planners, our approach is broader than that of a traditional financial adviser. We help you make decisions about your future; we gently challenge your thinking, establish what's most important to you and then create a financial life plan that brings all this together. How much do I need to sell my business for to have a comfortable lifestyle in retirement?.
I had a work pension that I wanted to reinvest in order to maximise its valuation in the years ahead. Shona was very professional and took time to take me through all the benefits and any possible risks of transferring my pension. She took me through all stages step by step to ensure my understanding along the way. Early indications are that the fund is performing very well, and Shona provides periodic updates, so I have an ongoing picture of how the fund is doing.
I really can't thank Shona enough for this. I honestly can't think of anything that Shona could have done better. My requests have been dealt with in a very prompt, professional manner.
I had a work pension that I wanted to reinvest in order to maximise its valuation in the years ahead. Shona was very professional and took time to take me through all the benefits and any possible risks of transferring my pension. She took me through all stages step by step to ensure my understanding along the way. Early indications are that the fund is performing very well, and Shona provides periodic updates, so I have an ongoing picture of how the fund is doing.
I really can't thank Shona enough for this. I honestly can't think of anything that Shona could have done better. My requests have been dealt with in a very prompt, professional manner.
Services
We are an independent financial planning practice based in Troon, Ayrshire.
We specialise in providing comprehensive financial life planning services to a select number of private clients and their families.
As Financial Planners, our approach is broader than that of a traditional financial adviser.
We help you make decisions about your future; we gently challenge your thinking, establish what's most important to you and then create a financial life plan that brings all this together.
You're likely to be serious about understanding what is and what's not possible with your wealth.
We specialise in providing comprehensive financial life planning services to a select number of private clients and their families.
As Financial Planners, our approach is broader than that of a traditional financial adviser.
We help you make decisions about your future; we gently challenge your thinking, establish what's most important to you and then create a financial life plan that brings all this together.
You're likely to be serious about understanding what is and what's not possible with your wealth.
By design, we are a small financial planning firm.
We work with a limited number of clients in order that we can offer the highest level of service; allowing adequate time and resource to deliver this on a consistent basis.
Many of our clients are approaching retirement or already retired and seeking advice about their financial future.
We also advise higher earners and business owners seeking a strategy to get them to where they want to be in respect of financial freedom.
Please refer to our Case Studies for examples of the service we have delivered for clients and the value that has been added to their financial futures from investing in financial planning.
We work with a limited number of clients in order that we can offer the highest level of service; allowing adequate time and resource to deliver this on a consistent basis.
Many of our clients are approaching retirement or already retired and seeking advice about their financial future.
We also advise higher earners and business owners seeking a strategy to get them to where they want to be in respect of financial freedom.
Please refer to our Case Studies for examples of the service we have delivered for clients and the value that has been added to their financial futures from investing in financial planning.
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.
Sound Financial ADVICE may give you a better pension or ISA but sound Financial PLANNING will give you a better life.
No-one ever got happy looking at a stack of cash.
Money is simply a means of exchange for the more important things in life.
For many, true wealth is simply having the freedom to stop doing what you once HAD to do in exchange for doing only the things you LOVE to do.
Sound Financial ADVICE may give you a better pension or ISA but sound Financial PLANNING will give you a better life.
No-one ever got happy looking at a stack of cash.
Money is simply a means of exchange for the more important things in life.
For many, true wealth is simply having the freedom to stop doing what you once HAD to do in exchange for doing only the things you LOVE to do.
A financial planner can help with the management of your finances to ensure you are on the right track to meet your financial goals.
They will assess your current financial situation and discuss the objectives you want to reach and the time frame that can be achieved.
By evaluating your situation, your financial planner will be able to develop and implement a plan to help you reach your goals.
They will also review your plan as it develops to change and update it as necessary.
A financial planner can help you make the right decisions to keep you on track for achieving your goals - such as starting to save for your pension, or putting aside money for school and university fees - and they'll also advise you on the things you might not immediately think of like life insurance or investments to grow your capital.
They will assess your current financial situation and discuss the objectives you want to reach and the time frame that can be achieved.
By evaluating your situation, your financial planner will be able to develop and implement a plan to help you reach your goals.
They will also review your plan as it develops to change and update it as necessary.
A financial planner can help you make the right decisions to keep you on track for achieving your goals - such as starting to save for your pension, or putting aside money for school and university fees - and they'll also advise you on the things you might not immediately think of like life insurance or investments to grow your capital.
A true measure of the service we provide comes from existing client feedback and this can be evidenced from client reviews on the independent site detailed below.
Our growth is built on recommendation and reputation and the biggest compliment we can be paid is that of personal recommendation of our services to family, friends and colleagues.
I had a work pension that I wanted to reinvest in order to maximise its valuation in the years ahead.
Shona was very professional and took time to take me through all the benefits and any possible risks of transferring my pension.
Our growth is built on recommendation and reputation and the biggest compliment we can be paid is that of personal recommendation of our services to family, friends and colleagues.
I had a work pension that I wanted to reinvest in order to maximise its valuation in the years ahead.
Shona was very professional and took time to take me through all the benefits and any possible risks of transferring my pension.
Reviews
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