Experienced Paraplanner required to join our team in Elgin 


Our main focus is always on our service and clients rather than ourselves, however as a reflection of the experience of our team and the level of service we provide, we have recently started to apply for a selection of industry awards. We are delighted with our recent success and distinguished awards to date.


In 2015 we were highly commended as finalists in the national Recognising Excellence Awards, for the Financial Planning Industry run by the Institute of Financial Planning (IFP- now part of the Chartered Institute of Securities and Investments, CISI).

We were also finalists in the Professional Adviser Awards.


This year we were highly commended finalists in the Professional Adviser Awards, finalists in the Retirement Planner Awards and the New Model Adviser Awards.

We are delighted to be announced as Accredited Financial Planning Firm 2016 at the recent CISI Recognising Excellence Awards, one of the most prestigious accolades in the industry, only open to Accredited Firms, more details of which can be found here.


We are pleased to announce that we have been awarded the New Model Adviser or the Year (Scotland & NI) 2017. 

The New Model Adviser Awards reward the best firms in financial planning across the UK. Entrants are judged on business performance and processes, professional qualifications, client education, communication, recruitment and involvement in the Financial Planning profession. More details about the awards can be found here.

Aberdeen Office Move

Please be aware that our team in Aberdeen have moved and are now based at 4 Kingshill Park, Venture Drive, Westhill, Aberdeenshire, AB32 6FL. Directions can be found by selecting the button below.

Read more