Business Details
22 Years
experience
Your Trusted Financial Advisers in Banff
Established in 2004, we have built a reputation for delivering practical financial planning advice to individuals, families, and businesses across the North East of Scotland. Our expertise spans investments, savings, and protection, with a commitment to placing clients at the heart of every decision. We prioritise long-term relationships by understanding unique client needs and creating tailored financial strategies to address them. Our team combines deep local knowledge with professional excellence, including Chartered Financial Planner status and advanced qualifications in financial planning. We maintain a friendly, approachable ethos while actively contributing to the communities we serve.With over 25 years of experience in financial services, our director leads a team dedicated to jargon-free advice and client empowerment. Our financial planners hold respected industry qualifications, including Advanced Diplomas and Diplomas in Regulated Financial Planning. We serve clients through offices in Banff, Banchory, Aberdeen, Fraserburgh, and Peterhead, offering flexible appointment options. Our track record includes supporting local sports initiatives and community organisations, reflecting our commitment beyond financial services. Every client interaction is guided by transparency, ethical standards, and a focus on achieving measurable financial outcomes.
Services
Protection
Pensions
Savings and Investments
Details
- Year established: 2004
Highlights and features
- We have over 20 years of experience in financial planning
- Our team includes Chartered Financial Planners with advanced qualifications
- We create tailored financial strategies for individual client needs
- We maintain transparent, jargon-free communication with clients
- We combine local market knowledge with national regulatory compliance
Associations and certifications
- Financial Conduct Authority
Services
Protection
Our protection services help clients safeguard their financial future through tailored insurance solutions. We assess individual needs to recommend appropriate life, critical illness, and income protection policies. Our approach ensures clients understand their coverage options while maintaining affordability and comprehensive protection.
Pensions
We provide expert pension planning to help clients achieve their retirement goals. Our services include pension reviews, contribution strategies, and retirement income planning. We help both individuals and businesses navigate complex pension regulations to maximise retirement outcomes.
Savings and Investments
Our savings and investment services focus on growing client wealth through strategic portfolio management. We create diversified investment strategies aligned with risk tolerance and financial objectives. Regular reviews ensure investments remain optimised for changing market conditions and personal circumstances.
People
Richard Evans
Director
Chartered Financial Planner with over 25 years' experience. Holds Advanced Diploma in Financial Planning. Specialises in pensions and tax-efficient investment strategies. Active in local community initiatives.
Neil Stewart
Financial Planner
Qualified financial adviser with Diploma in Regulated Financial Planning. Head of Banchory office since 2017. Specialises in helping clients achieve long-term financial security through tailored planning solutions.
Ewen Grant
Financial Planner
Qualified adviser with International Business Management degree. Focuses on Banff & Buchan area clients. Combines financial expertise with local knowledge to deliver practical financial strategies.
Questions
What areas do you cover?
We serve clients across the North East of Scotland including Banff, Banchory, Aberdeen, Fraserburgh, and Peterhead.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners and holders of Advanced Diplomas in Financial Planning.
How do you develop financial plans?
We create tailored plans by understanding your current situation and financial objectives through detailed consultations.
What services do you offer?
We specialise in pensions, investments, savings, and protection planning for individuals and businesses.
Are you regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority (reference 440742).
