Come in for a coffee and a chat – we would love to see you and find out how we can help.

To book an appointment with a wealth planner, please feel free to contact us on the number below, or complete our enquiry form.  Please let us know the best time for you to meet or speak with us – we’ll get onto it straight away.

Contact Details

Head Office

Ronaldson’s Wharf
2 Sandport Place
Edinburgh
EH6 6EU

North West

Ground Floor
Eden Building
Chester Business Park
Lakeside
Chester
CH4 9QT

South East

2nd Floor
Milford House
43-55 Milford St
Salisbury
SP1 2BP

South West

74/75 Lemon St
Truro
TR1 2PN

Our head office is in Edinburgh but we help clients throughout the UK and beyond, and can offer a variety of face to face, video conference and telephone consultation options.

Our normal hours of business are 9am to 5pm Monday to Friday, but flexible appointments are not a problem and if you need a call back or appointment out of hours, this can usually be arranged.