We love to help people realise their dreams through sound, pragmatic financial planning. The bespoke investment advice and strategic financial planning solutions we provide are all geared to help people to do just that.
Based in Aberdeen, we are one of the leading financial planning firms in Scotland.
Tom Hyslop and Alan Ball set up the business in 2007, while their experience in managing money goes back to 1994. Both are qualified to Certified Financial PlannerCM level, the highest in the profession, and are Members of the Chartered Institute for Securities and Investment (CISI).
The business has grown from a base of well-grounded financial planning and specialist knowledge, so that we currently advise on an excess of £80m of private client, corporate and trust assets.
Our aim is always to give our clients a high quality and impartial service. We employ a robust financial planning model, combined with a highly personal approach.
This involves creating personalised financial plans, which we usually review on an annual basis or as agreed at our initial meeting. So we’ll always start with the end in mind. Then, once we understand our clients’ circumstances and financial objectives, we can start to put the necessary steps in place to help achieve their goals.
This is why we value ongoing relationships. It’s not really in line with our ethos to carry out one-off transactions, nor do we believe it to be in the best interests of the client. Instead, we much prefer to provide strategic solutions for our clients that are just right for them – and this means getting to know each other over time.
We also adopt the role of project manager for a number of our clients with more complex financial arrangements, co-ordinating other professionals such as solicitors, accountants, bankers and surveyors. This ensures a more cohesive and streamlined approach.