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Archive for December, 2016

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 […]


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