Trust the process, enjoy the journey.

OUR MISSION To change lives by building exceptional financial plans.
We're constantly innovating: we're leading the way on what outstanding financial advice looks like....
We are human, we listen, we deliver financial planning that's designed for you....
We deliver excellence in everything we do, this is our tried and tested philosophy....
We build relationships on trust. We're with you, your family and your business....
We passionately believe in community. We support each other, our clients and local initiatives....
Times change, our values don’t.
LATEST NEWS

Wealth Professional Extends Its Footprint

09 Sep 2024

We are thrilled to share the news of our recent expansion into Aberdeen and delighted to welcome a whole new group of clients to Wealth Professional.

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£268 billion worth of assets in the workplace pensions market

01 Aug 2024

Director of Wealth Professional, Douglas Mitchell, recently spent a bit of time in London with Aegon’s Nick Roy FPFS and Gillian Hepburn of Benchmark Capital to chew the fat over the current £268 billion worth of assets in the workplace pensions market.

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What Should You Do With Redundancy Money?

28 May 2024

Redundancy can bring new opportunities as it often comes with a substantial cash sum. If you are at the end of your career, you could consider this a way to ease into retirement, but others may be looking to return to work. Whatever your situation, consider your options carefully.

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OUR NEWSLETTERS

A pre-Halloween scare? Looking ahead to the autumn Budget

Newsletter 30th September 2024

The Chancellor’s ‘Public Spending: Inheritance’ speech to parliament at the end of July was designed to prepare taxpayers for changes to come.

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