News

10 Mar 2025
Long Term Care Planning

Long Term Care Planning

We’re thrilled to unveil the latest addition to our website: a dedicated resource on long-term care planning. From practical guidance on finding care to understanding the importance of a power of attorney, and even tackling common misconceptions, we’ve created a space to help you navigate this crucial aspect of financial planning. Check it out and…

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3 Mar 2025
Andrew Hannay retires

Andrew Hannay retires

After more than three decades of providing expert financial advice, Andrew Hannay has retired.  A retirement celebration was held at our Melville Street, Edinburgh office with colleagues, clients, family and friends. Throughout his career, Andrew has guided countless individuals and businesses through their financial planning, often building lifelong relationships with clients who have become friends…

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24 Feb 2025
Planning for your dream retirement

Planning for your dream retirement

Many of us eagerly await the day we can step away from work for good, envisioning a time filled with freedom and the opportunity to focus on what truly brings us joy. The dream of retirement offers a deeply personal vision – whether that’s adventure, relaxation or simply a slower pace of life. However, while…

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