Accredited Financial Planning Firm 2018
Architects of Financial Promise
An independent, award-winning Accredited and Chartered Financial Planning firm helping clients achieve their full financial promise. We serve clients across the UK from our offices in Aberdeen, Edinburgh, Elgin and Peterhead.
Within a business there are many areas where a financial planner can advise and help.
Our team provide advice on the most tax efficient options for your own savings, or for children or grandchildren.
The quality of our tax planning advice is a key strength of our business.
Our team can help you to establish how to pass on your wealth in the most tax-efficient way.
Financial Planning starts by working out what’s most important to you.
Recent changes to pension legislation have resulted in more options and decisions for people than ever before.
