The complete expat wealth management service from a totally professional company
Associated Companies
About Us - Our Awards
Planned SavingsIFA of the year Awards 1996 - |
Planned SavingsIFA of the year Awards 1997 - |
Planned SavingsIFA of the year Awards 1998 - |
Money MarketingIFA Awards - IFA of the Year 1997 Finalist |
Money MarketingIFA Awards - Best Pension IFA |
Business Gazelle Award for small businessAwarded by Business AM newspaper for fast growing Scottish businesses |
2005 Court of the Table MemberThe Million Dollar Round Table |
New Model Adviser Awards 2006Finalist – Scotland & Northern Ireland region |
Accredited Divorce Financial Planner 2007 |
New Model Adviser Awards 2008Finalist – Scotland & Northern Ireland region held in January 2009 |