Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Relationship Management

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Building Relationships with our Clients

We offer a valuable service to our clients and ensure that we manage their financial affairs regularly, with objective reviews and presentation of conclusions and recommendations to update needs and aspirations accordingly.

We discuss all areas with you in plain simple language; we dedicate time to you, to ensure you understand the complexities of your Personal Financial Plan. We are here to listen, to plan and to protect.

It is our goal to enhance relations with our existing customers, and to attract new customers with a long term view towards:

  • Enhanced customer satisfaction and retention, ensuring that our good reputation in the marketplace continues to grow
  • Increased value to our existing customers
  • Increased overall efficiency

Our customer needs change over time, and technology can make it easier to find out more about you and ensure that everyone in our organisation can access information and fulfil your needs accordingly.

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Testimonials

When I retired and needed advice on how to get an income from my savings Graham was able to recommend a suitable product to get the income I needed to top up my pension and he visits me regularly to keep me informed on how my investment is doing.

Mrs Logan, Oban.

After our recent house move Graham was able to arrange our new home insurance as well as arranging a life policy round the new mortgage. As he comes to us when it suits me the whole process was no hassle at all.

Mr Watson, Tarbert.

In the six years that Mr McKay has handled my financial affairs, he has been very professional and has a clear understanding of my needs. I would not hesitate to recommend A+ to anyone that needs expert advice on any financial matter.

Mr Lindsay, Strathaven.

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