At long last…

Welcome to our revised website which has been designed with both new and existing clients in mind. This site is just the starting point and something to build upon in the months and years to come.

We intend to regularly update the site with useful information concerning performance, product and investment reviews and tax changes. We are also keen to keep you informed of our views and opinions and our advisers will take it in turns to right short articles on various subjects all to be published through this medium. It would be a good idea to retain this site in your favourites and perhaps use this page for access to your Transact or Standard Life wrap accounts where appropriate.

On a separate note, thank you to everyone that played his or her part in our customer satisfaction survey. The results have been encouraging, but do show some room for improvement. Without your feedback it is difficult to know what we are doing right or wrong and we intend to complete one a year and publish results for all to see. It is our ambition to look after our client’s best interest from both an advice and service standpoint. Your input is always appreciated.