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The value of pensions and investments can fall as well as rise, you may get back less than you invested.


When do you want to retire and how much income will you need?

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How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Are you making the best use of any spare capital or surplus income?

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Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Michael Smith, Financial Adviser
Tel. 01382 907360
Lesley MacGregor, Paraplanner
Tel. 01738 577190
Ann Rowney, Administrator
Tel. 01738 577111
Value Move   %     
FTSE 100
7,109.9735.91 stock arrow0.51 stock arrow
FTSE All Share
4,051.1211.72 stock arrow0.29 stock arrow
Value Move   %     
1.170.00 stock arrow-0.32 stock arrow
United States Dollar
1.390.00 stock arrow-0.32 stock arrow
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 24/06/2021 at 07:00 PM