Professional Relationships

We work alongside other professionals and, with our mutual client’s permission, will liaise directly with accountants, lawyers and IFAs to provide a seamless service.

Independent Financial Advisors

For IFAs who are seeking to outsource discretionary investment management services, we can readily provide either a named or a “white label” service, to fit with your business model.


When you have constructed an elegant, tax-efficient solution for your client’s needs, who can you turn to, to put the plan into action?  We will do our best to execute your strategy.  If your client has an existing wealth manager, let us assess the quality of their service – objectively and free of charge.

Lawyers and Legal Firms

We began life as part of a law firm, and understand well the unique relationship between lawyer and client.  We can complement that relationship with our investment expertise, helping you.

Contact us in the strictest confidence

If you would like to know more, call us on 0131 220 8888 or fill in the form opposite.

We will only use your information to contact you about your enquiry, if you would like more information on this, please see our privacy policy.

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