To find out more about our services for individuals, families, businesses, charities, and trusts, please call our office to arrange an initial meeting on 0131 370 8000.

We look forward to meeting you.


16 Alva Street
Edinburgh, EH2 4QG


17 Cavendish Square,
London W1G 0PH

Your opinion is greatly valued and we take all complaints very seriously, if something has gone wrong we will do whatever we can to put it right.

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on 0800 0234 567.

I have used the financial services of this firm for many years now, on behalf of both myself and my Uncle. The regular check in sessions are very valuable in keeping me informed as to the progress of our investments, and being able to dial in from a distance for a meeting is very helpful. The knowledge of the current financial world picture held by the advisers I have support from is always offered in a clear and understandable way. I trust their judgement and advice.

— Cerin & Jeremy