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Wealth Management

We believe in the personal approach. No matter what your size, your plans and aspirations we will always treat you and your funds with great respect.

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“Quality Advice Quality Service”

These words lie at the heart of what we stand for. We share a sense of pride in always providing Quality Advice and Quality Service. If you choose to work with us you’ll find our reputation is founded on traditional, professional values and a commitment to create real value for each of our clients.

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Royal Border Bridge Berwick

Updates

Latest Posts

Global Market Commentary – September

Asia remains the centre of attention on the back of a major Chinese stimulus program which has triggered a sharp rally in its stocks. This comes after two months where Japan experienced significant currency volatility and a “flash crash” in its stocks.

Partner promotion for Billy Cleland

We are delighted to announce that one of our Associates, William Cleland (Billy), has been promoted to Partner from 1 October 2024.

Global Market Commentary – August

August began with a “flash crash” in Japanese stocks which declined 20% in the course of three trading days, following sharp movements in foreign exchange rates.

Scotland’s Register of Persons Holding a Controlled Interest in Land – Update

On 1 April 2024, criminal penalties for non-compliance with duties under the Register of Persons Holding a Controlled Interest in Land (“RCI”) came into force. We asked one of our professional colleagues, Louise Johnston, a Partner at leading law firm Turcan Connell, to outline the implications.