Our advisor, Allan Reid, has been giving financial advice for more years than he might like to admit. As a Chartered Accountant he knows the tax side of what we do very well indeed, and as an IFA his job is to tailor the vast array of financial products for arguably the world’s most sophisticated economy to your specific requirements. The good news is, we are not a supermarket checkout and we will carefully identify your needs before we research the market and propose suitable solutions. We carefully explain our fees in advance. There’s no obligation, and no commitment once we’ve advised, but over the years we’ve gained a loyal client following which we hope after meeting us, you’ll want to join.
