Business Details
Trusted Financial Advisers in Kirkintilloch
Established as a family-run business, we prioritise trust and client-centric relationships in all financial matters. Our independent status allows us to provide unbiased advice tailored to individual circumstances, covering mortgages, protection, pensions, and investments. With a focus on problem-solving and flexibility, we offer appointments via phone, video call, or in-person Monday to Friday. Our team of qualified advisers combines expertise with a friendly approach to guide clients through evolving financial goals.We pride ourselves on transparency, avoiding algorithm-driven solutions in favour of personal connections. Registered with the Financial Conduct Authority, we adhere to rigorous regulatory standards while maintaining a commitment to accessible, jargon-free financial guidance.
Services
Mortgage Advice
Protection Planning
Pension Management
Investment Guidance
Financial Planning
Highlights and features
- We're independent and regulated by the Financial Conduct Authority
- Specialise in solving complex mortgage and financial planning challenges
- Offer face-to-face, phone, and video consultations for convenience
- Provide jargon-free advice with a personal, relationship-based approach
- Combine decades of industry experience with innovative financial solutions
Associations and certifications
- Financial Conduct Authority
What people say
Friendly team
Transparent advice
Problem-solvers
Flexible appointments
Expert knowledge
Services
Mortgage Advice
We provide tailored mortgage solutions for first-time buyers, remortgagers, and portfolio landlords. Our independent advisers assess your financial situation to recommend competitive rates and suitable products. With access to the whole market, we simplify the application process while ensuring regulatory compliance.
Protection Advice
Our protection specialists help safeguard your family's financial future against unforeseen circumstances. We assess life insurance, critical illness cover, and income protection options to create bespoke policies. Our approach ensures adequate coverage without unnecessary complexity or cost.
Pensions & Investments
We help build retirement funds through strategic pension management and investment selection. Our advisers evaluate risk tolerance and financial goals to recommend ISAs, SIPPs, and other vehicles. We focus on long-term growth while maintaining regulatory compliance and transparency.
People
Graham Thomson
Independent Financial Adviser
With over 25 years' experience, Graham specialises in complex mortgage solutions and retirement planning. He prioritises client education and regulatory compliance, ensuring clear communication throughout the advisory process.
Scott Thomson
Financial Planner
Scott focuses on holistic financial planning, helping clients achieve long-term goals through strategic investment and tax-efficient solutions. His approach combines technical expertise with accessible, jargon-free advice.
Sophie Thomson
Mortgage & Protection Adviser
Sophie specialises in residential and buy-to-let mortgages, alongside protection strategies for families and businesses. She excels at finding solutions for clients with non-standard financial circumstances.
Questions
What financial services do you offer?
We provide mortgage advice, protection planning, pension management, investment guidance, and general financial planning tailored to individual needs.
Are you regulated by any official body?
Yes, we're authorised and regulated by the Financial Conduct Authority under reference number 504710.
How can I book a consultation?
Book a free 20-minute initial call via our website or contact us directly at 0141 775 0799 during weekday business hours.
Do you work with first-time buyers?
Yes, we specialise in guiding first-time buyers through the mortgage process, including government schemes and deposit requirements.
What areas do you serve?
While based in Kirkintilloch, we provide services nationwide across the UK through phone and video consultations.
