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The complete expat wealth management service from a totally professional company

About Us - Our Awards
IFA Award

Planned Savings

IFA of the year Awards 1996 -
Highly Commended – Business Assurance

 IFA Award

Planned Savings

IFA of the year Awards 1997 -
Winner – Business Assurance IFA of the Year

IFA Award

Planned Savings

IFA of the year Awards 1998 -
Highly Commended – Business Assurance

 IFA Award

Money Marketing

IFA Awards - IFA of the Year 1997 Finalist
IFA Award

Money Marketing

IFA Awards - Best Pension IFA
1998 Finalist

 Gazelle 2002 Award

Business Gazelle Award for small business

Awarded by Business AM newspaper for fast growing Scottish businesses
Milion Dollar Round Table Award

2005 Court of the Table Member

The Million Dollar Round Table

Citywire Award

New Model Adviser Awards 2006

Finalist – Scotland & Northern Ireland region

Accredited Specialist Resolution Award

Accredited Divorce Financial Planner 2007

  Citywire Award

New Model Adviser Awards 2008

Finalist – Scotland & Northern Ireland region held in January 2009
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