If you need pension advice, our pensions advisers in Glasgow can help you whether you are planning for retirement or if you have already retired.

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Capital Investment

Contact us to arrange a free initial consultation regarding your investment planning or find out more about the various types of capital investment available.

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Inheritance Tax

Looking to reduce or minimise your IHT liability? There are many methods and opportunities - our financial advisers can advise on the best solution for you.

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You should never be without sufficient financial protection. Find out how our advisers can help you get the approporiate cover for you or your business.

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is authorised and regulated by the Financial Conduct Authority.  FCA number 464997,  Registered in Scotland No SC225764. Registered Office:
Caledonia House 89 Seaward Street, Glasgow G41 1HJ. Vat number 917816696.

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  • Ian listens to me, he is easy to talk to, he answers my questions clearly in a way I can understand. He has an excellent knowledge. He responds to my emails/telephone calls immediately. I completely trust his advice and recommendations.
    Rhona Perthshire, Self employed
  • Adviser is knowledgeable in all aspects of financial planning. His service is second to none and always delivers on time.
    Hector Renfrewshire
  • Pre retirement I was introduced to Ian by a friend who was a former employee of both Standard Life and Martin Aitken. He advised at the outset changes to where we were with the previous advisers with regards to lump sum and best way to deal with same. This advice proved to be first class and our pension portfolio has been excellent since the outset. Ian visits us twice yearly and his advice has al
    Charles Perthshire
  • Ian listens to me. My situation and goals may not be normal but he accepts what I want and plans accordingly. He uses language I can understand and provides a simple summary of all investments. I have been able to approach Ian on a number of occasions with problems and queries and they have been handled efficiently with good advice given. Even when Ian is on holiday or not available his team can d
    Elspeth Stirlingshire, Retired prison manager
  • Completely satisfied with Ian's service.
    Shani Dunbartonshire
  • Taking the time to review our personal situation and to give practical solutions to our long term aims. Helping the whole family so that we feel confident Iain can help us in the future when circumstances change - he has a knowledge and understanding of our family situation. Giving regular updates and chasing up a particular question we have re inheritance tax.
    Amanda Dunbartonshire, Operations manager
  • Ian Finch has been our IFA for more than 20 years. In that time we have followed him in his various posts and that alone tells of our satisfaction. He is extremely knowledgeable, concise,courteous, honest in all dealings (even when the news could be better). His integrity in unquestionable. He has consistently been at the forefront and top of his profession. His advice is invaluable to my wi
    Harvard Argyll
  • Ian has totally understood my requirements, goals, etc. and has provided a very professional service. He has listened to my requests for advice when my situation changes and acted accordingly, offering and explaining fully any recommendations. He has been exceptional in helping me to manage the finances o. my wife who has dementia and is resident in a care centre. Charges are reasonable
    William Cooper, Lanarkshire
  • Ian has been our financial adviser for a number of years and during that time we have been impressed with the depth of his professional knowledge and his willingness to go the extra mile in identifying the right investment for us. He has consistently offered sound and appropriate financial advice whilst considering our circumstances and attitude towards risk. He takes time discussing and explainin
    David Lanarkshire, Partner
  • Ian is always on top of new legislation and being independent means he can advise across the whole spectrum. He follows markets and tracks performance and gives advice on products accordingly to maximise return. He communicates clearly and is very professional. He is happy to go through any questions I may have and advises on the best course of action in looking after my financial security taki
    Sarah Argyll, Personal Assistant