Independent Financial Planning

T: 0141 226 3184 | E:


Frequently Asked Questions

Cost of advice

Firstly, we offer an initial meeting to prospective clients to establish what their needs are and how we could help. This meeting is free of charge to the consumer and we allocate an hour of our time to this meeting at our expense.

One off advice

Most of our clients wish to engage us for on going advice, but some simply wish advice on a specific area, which once completed they believe they do not require on going advice and our “Solutions Service” offers this service.

On going advice

Our experience of over 30 years tells us financial advice is rarely a one off, but as peoples needs and financial circumstances change, there is always a need for on going advice. Also, changes in legislation open up opportunities for new areas to clients which needs regular review.

Qualifications & Experience

Our advisers all have over 30 years financial services experience and are qualified to level 4 status which is a requirement to provide financial advice since January 2013.


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