Testimonials

Read some of the feedback received from clients.
Adrian provided us with clear unambiguous advice on financial matters that were tailored to our circumstances and future requirements. Contact has been extremely professional and I look forward to our continued relationship. I have no Hesitation in recommending Adrian to anyone.
Paul Muir | Longniddry
Adrian is obviously very knowledgeable and experienced in financial services. He gives first class advice combined with excellent service. His friendly manner and cheery disposition is an added bonus.
Paul Hindle | Retired, Burntisland
Adrian looks after our investments and Pensions admirably and we trust his advice. He is always smart, professional and personable which is why I have had no problem recommending him in the past and would do so in the future.
Mr and Mrs Kerr | Business Owners, Edinburgh
Adrian has looked after my investments for several years now and has been a godsend since my husband passed away. He has helped me settle the estate and has been a true friend. I would highly recommend him to anyone.
Margaret Ayling
Adrian took over a trust* which had been made complicated by the Pension Scheme from where the inherited money came from. As a first time investor I was uneasy at first but Adrian made me feel reassured. He was at all times courteous and polite and made a difficult situation easy to understand.
Leigh Kern | Self Employed, Livingston
*Trusts are not regulated by the Financial Conduct Authority.
Adrian offers exceptional advice, support and suggestions to ensure that my financial needs are met. He has an easy, approachable manner and will willingly spend time to explain or guide.
Sandra Flannery | Retired Teacher, Edinburgh
Adrian provides a friendly, professional financial service. He makes the extra effort to explain any complexities or financial jargon. Adrian shows an interest in you. I would not hesitate to recommend Adrian.
John Flannery | Landscape Architect, Edinburgh

Adrian's sound advice has always been relevant to my requirements. He makes himself readily available to be contacted. Furthermore he explains financial matters very clearly and patiently. I recommend Adrian hanger unreservedly.

Janet M. Nicholson | Retired Veterinary Surgeon, Edinburgh