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‘Uncategorized’ Archive

As always, a good day was had by all at our annual golf event. Thank you to all for participating!

Updated Investment research document

Our updated investment proposition is now available. Please contact us if you would like to see the full content or discuss with one of our advisers.

New Model Adviser Top 100 2016

We have just been recognised again as one of the leading professional financial planning practices within the UK. In fact only 8 represent Scotland (with 4 firms based in Glasgow) This award is based on firms that have the following attributes: • Business plan • Client service agreement/ongoing proposition • Use of technology • Profitability […]

About IAS

What our clients have to say

Our latest interview with Alistair Creevy

Golf Day 2016, Dullatur Golf Club

A big thank you to those who participated in this year’s event. Worthy prize winners and we trust that everybody enjoyed the day. Prize winners were as follows:   Nearest The Pin:  David Randall   Guest Prizes:       Runner up with 32 points:  Harvey Murray Champion with 38 points:  Charlie Hone   Client Prizes:        3rd place with 32 points:  Adrian Bowie […]

VouchedFor top 250 financial advisers

On Sunday 10th April the Sunday Times published their first supplement listing the Top 250 IFAs in the UK based on reviews on the independent consumer ratings website VouchedFor.co.uk. We are proud, but not at all surprised, to say that Alistair Creevy was featured. To be included Alistair was highly recommended by 44 of his clients. All […]

Client Golf Day 2015

Our annual client golf day took place on Friday 3 July at Dullatur Golf Club. A great day was had by all, and winners were as follows:   Client: Winner              Brian McLure – 33 Runner up        Gary Telfer – 33 3rd Place           Tom Wright – 31 (17) / Hamish Rodger – 31 (16)   Guest: […]

Budget 2015

You are no doubt aware that, last week, Chancellor George Osborne delivered his final Budget before this year’s General Election. As always, we will discuss any effects on your financial plans at your next review, or we will be in touch sooner if we feel that any immediate action should be considered. The main changes […]

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