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

Uk Budget 2024

30 Oct 2024

Labours much anticipated first budget statement took place today and in the preamble there was a flurry of commentary

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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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OUR NEWSLETTERS

Wealth Professional Partner with PMX

Wealth Professional Partner with PMX

We have recently completed a strategic review of our investment solutions, and particularly the Wealth Professional advisory portfolio service, which has served us so well over the years. The exciting news is that we have decided to bolster our current investment committee with the expertise and research capability of Portfoliometrix (PMX)

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