What people are saying
Browse our verified VouchedFor reviews and discover why business owners, retirees, and families trust us to guide their financial decisions with care and expertise.
Why us?
A considered approach to your financial future
Choosing who to trust with your finances is important. Confidence comes from knowing your planner understands your full situation – your career, your family, and what you want the future to look like.
That’s why we start by looking at every aspect of your financial life before offering advice. We then use independent research and advanced planning tools to turn that insight into a clear, step-by-step plan tailored to you.
Defined by our standards
From diverse professional experience to award-winning recognition, these are the qualities that set us apart.
Chartered expertise
Keith is a Chartered financial planner, reflecting advanced technical knowledge, experience, and a commitment to ongoing professional development. It’s a mark of quality held by relatively few advisers and demonstrates the standards you can expect.
Independent advice
As an independent financial planning firm, we are not restricted to specific providers or products. This means we are able to research the whole market and recommend solutions that are personalised to your goals, circumstances, and long-term interests.
Business protection
We place strong emphasis on business protection and shareholder planning – an area often overlooked. From shareholder protection to continuity planning, we help business owners put robust structures in place to protect both their company and their families.
Integrated technology
We use advanced cashflow modelling as a core tool, showing how your finances may differ across scenarios. Our new AI-powered CRM integrates cash flow, document templates, and real-time financial feeds, so you can access your up-to-date financial picture.
A legal foundation
Keith’s legal background brings methodical thinking and structure to complex situations. Every recommendation is considered carefully, with attention to wider implications, helping you make well-informed decisions about your wealth.
Built for the long-term
With a clear plan to scale over the coming years, our focus remains on delivering a personal, relationship-led service. By keeping client numbers manageable, we build lasting partnerships and provide consistent, ongoing advice that supports you through every stage of life.
Excellence, recognised
We’re proud to have been named Boutique Financial Planning Firm of the Year 2025 – Scotland, and to receive the Digital Advisory & Client Experience Innovation Award 2025.
These honours reflect the way we work: putting clients first, understanding their lives, and delivering advice that makes a real difference.
Straight from our clients
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Watch Brendan's story
Keith’s knowledge and passion are a game-changer for me and my clients.
Brendan Kelly
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Watch Brendan's story
“It gives me peace of mind knowing Keith takes such good care of my clients.”
Brendan O’Donnell
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Watch David's story
It’s reassuring to know retirement doesn’t mean losing the life we love.
David Longair
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Watch David's story
Keith’s advice has given me the confidence to plan for early retirement.
David McLellan
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Watch John's story
I feel reassured, supported and confident that my pensions are on track.
John Farrell
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