Category Archives: Wealth Management

Advice and general posts on all matters of Wealth Management

Happy 4th July 2020

To all our American friends and business connections, we hope you’re all well and looking forward to the weekend.     Although CoVid-19 is making life difficult,  we hope we can all still come together, whether safely in person or via technology, and truly appreciate the freedoms we enjoy and sometimes even take for granted.       Picture: Courtesy […]

Training flats and homes for transitioning autistic young people… can you help ?

Do you have any of the following?  Would you be willing to give it up to support autistic kids in Edinburgh? Self-contained apartments, within the same space Quiet local area A private, communal area for socialising Affordable rental Flexible use of homes to allow people to have the time to gain the skills they need […]

Wealthflow Second-Opinion Service

Our new second-opinion service, exclusively for friends, family and associates of our existing clients, allows us to take a new and unhindered view of the investments, pensions and finances of those you care about, providing them with a completely independent and unbiased opinion on how their assets are performing and whether they are making the […]