We help people build true wealth.

True wealth is being empowered to make the big decisions in life. Expert financial planning helps you along that journey.

Start a conversation >

We work best with the do-ers.

Our financial planning is designed to help aspirational, successful people take control of their destiny and discover their financial freedom.

When can you retire?

At what age can you realistically slow down from the rat race, and what does this transition in life mean for you and your family?

How much is enough to retire?

Will you have enough money to fulfil your bucket list retirement, and also live comfortably into old age?

How can you protect your family?

Can you ensure that your family will be left in a comfortable position if you are no longer around?

empowerment

/ɛmˈpaʊəm(ə)nt/
noun

"the process of becoming stronger and more confident, especially in controlling one's life and claiming one's rights."

We're here to empower you.

We understand that stepping into the unknown is scary. Sometimes, all you need is a helping hand and someone in your corner to give you the encouragement you deserve.

Wealth Management

Through a process of close collaboration, we help you make smarter decisions about how to build, maintain and secure your long-term wealth.

Tax Strategies

Protecting your wealth from unnecessary tax as you accumulate it is of paramount importance, as is ensuring you have the proper strategies in place to minimise tax exposure when you need to draw on your money.

Cashflow Modelling

Our sophisticated cash flow modelling software can accurately calculate likely financial outcomes based on a number of assumptions, reducing the amount of guesswork.

Sustainable Investment

In practical terms, this means creating an investment portfolio that fits your needs and risk tolerances, diversifies globally, controls expenses and tax, and maintains discipline throughout market swings.

Decades of experience.

Our guiding principle is based around taking the time to understand how important your money is to you and your family’s long-term wellbeing.

We want to help you make the best decisions on how to build and protect your wealth and create a lasting legacy. We’ll help make sure your money is protected from the negative effects of tax – both as it grows and when it comes time to pass your wealth down the generations.

Meet our team >

Discover

Collate

Plan

Implement

Review

A simple process, for complex questions.

You may think that you are on your own and your problems are unique, but rest assured we have the experience, the emotional intelligence and the ability to truly listen to your concerns, and put in place solutions to put your mind at ease.

Our Process >

We help people build true wealth.

True wealth is being empowered to make the big decisions in life. Expert financial planning helps you along that journey.

We work best with the do-ers.

Our financial planning is designed to help aspirational, successful people take control of their destiny and discover their financial freedom.

When can you retire?

At what age can you realistically slow down from the rat race, and what does this transition in life mean for you and your family?

How much is enough to retire?

Will you have enough money to fulfil your bucket list retirement, and also live comfortably into old age?

How can you protect your family?

Can you ensure that your family will be left in a comfortable position if you are no longer around?

empowerment

/ɛmˈpaʊəm(ə)nt/
noun

"the process of becoming stronger and more confident, especially in controlling one's life and claiming one's rights."

We're here to empower you.

We understand that stepping into the unknown is scary. Sometimes, all you need is a helping hand and someone in your corner to give you the encouragement you deserve.

Wealth Management

Through a process of close collaboration, we help you make smarter decisions about how to build, maintain and secure your long-term wealth.

Tax Strategies

Protecting your wealth from unnecessary tax as you accumulate it is of paramount importance, as is ensuring you have the proper strategies in place to minimise tax exposure when you need to draw on your money.

Cashflow Modelling

Our sophisticated cash flow modelling software can accurately calculate likely financial outcomes based on a number of assumptions, reducing the amount of guesswork.

Sustainable Investment

In practical terms, this means creating an investment portfolio that fits your needs and risk tolerances, diversifies globally, controls expenses and tax, and maintains discipline throughout market swings.

Decades of experience.

Discover

Collate

Plan

Implement

Review

A simple process, for complex questions.

You may think that you are on your own and your problems are unique, but rest assured we have the experience, the emotional intelligence and the ability to truly listen to your concerns, and put in place solutions to put your mind at ease.

What our clients say

John

"Jonathan has advised us for many years. He is the epitome of client centric thinking - nothing feels off-the-shelf and his genuine empathy is very evident."

Based in East Lothian.
Country-wide advice.

We help people all over Scotland and the United Kingdom to build financial plans and get to grips with their financial future.

Get in touch

Use our contact form below to leave us a message, and one of our team will get back to you shortly.

We help people build true wealth.

True wealth is being empowered to make the big decisions in life. Expert financial planning helps you along that journey.

We work best with the do-ers.

Our financial planning is designed to help aspirational, successful people take control of their destiny and discover their financial freedom.

When can you retire?

At what age can you realistically slow down from the rat race, and what does this transition in life mean for you and your family?

How much is enough to retire?

Will you have enough money to fulfil your bucket list retirement, and also live comfortably into old age?

How can you protect your family?

Can you ensure that your family will be left in a comfortable position if you are no longer around?

empowerment

/ɛmˈpaʊəm(ə)nt/ noun

"the process of becoming stronger and more confident, especially in controlling one's life and claiming one's rights."

We're here to empower you.

We understand that stepping into the unknown is scary. Sometimes, all you need is a helping hand and someone in your corner to give you the encouragement you deserve.

Wealth Management

Through a process of close collaboration, we help you make smarter decisions about how to build, maintain and secure your long-term wealth.

Tax Strategies Protecting your wealth from unnecessary tax as you accumulate it is of paramount importance, as is ensuring you have the proper strategies in place to minimise tax exposure when you need to draw on your money.

Cashflow Modelling

​

Our sophisticated cash flow modelling software can accurately calculate likely financial outcomes based on a number of assumptions, reducing the amount of guesswork.

Sustainable Investment​

​

In practical terms, this means creating an investment portfolio that fits your needs and risk tolerances, diversifies globally, controls expenses and tax, and maintains discipline throughout market swings.

Decades of experience.

Discover

Collate

Plan

Implement

Review

A simple process, for complex questions.

You may think that you are on your own and your problems are unique, but rest assured we have the experience, the emotional intelligence and the ability to truly listen to your concerns, and put in place solutions to put your mind at ease.

What our clients say

John "Jonathan has advised us for many years. He is the epitome of client centric thinking - nothing feels off-the-shelf and his genuine empathy is very evident."

Based in East Lothian. Country-wide advice.

We help people all over Scotland and the United Kingdom to build financial plans and get to grips with their financial future.

Get in touch

Use our contact form below to leave us a message, and one of our team will get back to you shortly.

/ɛmˈpaʊəm(ə)nt/
noun

Tax Strategies

Protecting your wealth from unnecessary tax as you accumulate it is of paramount importance, as is ensuring you have the proper strategies in place to minimise tax exposure when you need to draw on your money.

Sustainable Investment

John

"Jonathan has advised us for many years. He is the epitome of client centric thinking - nothing feels off-the-shelf and his genuine empathy is very evident."

Based in East Lothian.
Country-wide advice.