Business Details
25 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2001, we are independent financial advisers operating across Scotland's Central Belt with 80+ years of combined experience. Our team specialises in pensions, investments, mortgages, and personal protection, delivering tailored solutions through face-to-face consultations. Regulated by the Financial Conduct Authority (FCA 590340), we prioritise transparency and trust in all client relationships.Our process combines advanced software with personal expertise to compare market products, ensuring clients receive optimal financial solutions. With a track record of helping thousands secure better deals, we maintain long-term client relationships through ongoing reviews and adaptive financial strategies.
Services
Pensions
Investments
Mortgages
Personal Protection
Auto Enrolment
Remortgages
Life Insurance
Income Protection
Enhanced Annuity
ESG Investments
Details
- Year established: 2001
Highlights and features
- 20+ years operating across Scotland's Central Belt
- FCA regulated with demonstrable compliance standards
- Face-to-face advisory services prioritising personal relationships
- Access to 80+ mortgage lenders for competitive comparisons
- Client testimonials highlighting exceptional service quality
Associations and certifications
- Financial Conduct Authority
What people say
Amazing service
Fantastic
Highly recommend
Perfect experience
Better deal
Services
Pensions Advice
We provide comprehensive pensions advice to help clients prepare for retirement or maximise existing pension funds. Our specialists analyse market options to identify optimal solutions for individual circumstances. With expertise in preserved pensions and enhanced annuities, we help clients make informed decisions about their financial future.
Mortgage Advice
Our expert team compares mortgage products from over 80 lenders to find the best deals for first-time buyers, remortgagers, and buy-to-let investors. We provide impartial advice on competitive rates and terms while protecting clients' credit scores during the application process.
Investment Planning
We research the entire market to identify optimal investment opportunities that align with clients' risk profiles and financial goals. Our approach balances capital growth potential with risk management strategies, including ESG investment options for socially conscious investors.
Personal Protection
Our protection services cover life insurance, income protection, and mortgage protection policies. We help clients secure financial safety nets that protect families and cover personal loans during periods of unemployment or illness, with specialist options for over-50s.
Auto Enrolment
We assist employers with auto-enrolment pension schemes, ensuring compliance with regulatory requirements while identifying cost-effective solutions. Our fixed-fee service minimises business disruption and helps employers provide competitive pension benefits for their workforce.
People
Adie Meehan
Director
With over 40 years' experience in financial services, Adie combines deep industry knowledge with a client-focused approach. He holds DipFA, MLIBF, FPC, and MAQ qualifications, bringing extensive expertise to client financial planning.
Tom Ward
Director
Tom has over 34 years' experience in financial services, specialising in simplifying complex financial concepts for clients. His DipFA, MLIBF, FPC, and MAQ qualifications support his commitment to improving clients' financial positions.
Liz Cunningham
Mortgage & Protection Consultant
With over 20 years in financial services, Liz specialises in mortgage solutions and protection products. Her CeMAP and MAQ qualifications support her ability to source tailored mortgage options for clients.
Debbie Paterson
Mortgage & Protection Consultant
Debbie has 11 years' experience in financial services, specialising in mortgages for the past 8 years. Her CeMAP and CeRer qualifications support her expertise in finding optimal mortgage solutions.
Questions
What financial services do you offer?
We provide pensions advice, investment planning, mortgage solutions, personal protection insurance, and auto-enrolment services for employers.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA Number 590340).
How do you find the best mortgage deals?
We compare products from over 80 lenders to identify competitive rates and terms tailored to your specific circumstances.
Do you offer face-to-face financial advice?
Yes, we specialise in face-to-face consultations across Central Scotland, with additional remote options available.
How do you charge for your services?
Our fees vary by service - we provide transparent pricing during initial consultations with no hidden charges.
What makes you different from other advisers?
We combine 20+ years' local experience with advanced technology and a commitment to long-term client relationships.
