Our Values

 

We aim to provide the highest quality of service

 

We are highly specialised and experienced practitioners, dedicated to providing a client offering which is tailored to the needs of individual clients across Scotland.

 

We have chosen to specialise in all aspects of traditional private client practice

 

We are a private client firm with our focus on wealth planning, succession planning, estates, powers of attorney, and trust administration.  We apply that focus to provide sound and appropriate advice to our clients, ensuring peace of mind for our clients, whatever their life stage and whatever their particular circumstances.

 

We value our relationship with our clients extremely highly.

 

The nature of our business means that we act for the same clients over many years, and so the client relationship is key.  We take the time to understand our clients’ needs and concerns, and then offer bespoke advice in relation to those needs and concerns.

 

Our Service Standards

 

We undertake to treat our clients fairly, with professionalism and integrity at all times.

 

From preparation of a simple will to setting up a complex trust arrangement, or advising a family through the process of running a guardianship, we understand that the trust which the client has placed in us to carry out that work is enormously significant.  We value our clients’ trust above all else, and will apply our knowledge and experience to guide our clients through these matters sympathetically, efficiently and effectively.

 

We undertake to act impartially and with transparency in our dealings with clients at all times.

 

We understand that we are judged by clients’ experience in their dealings with us and by our links with other professional firms with whom we work.  We have long standing relationships with many trusted advisers from stockbrokers to financial and tax advisers.  We will act in accordance with our values and service standards in all of our dealings not only with clients but also our professional contacts.

 

We will maintain the confidentiality of client information.

 

We operate in a world of ever increasing connectivity and therefore of regulation and we recognise and respect the trust clients place in us.  All client information will be respected and its confidentiality maintained.

 

Everything we do is underpinned by the desire to provide a quality service appropriate to our clients’ requirements, reflecting the values we hold.