Our advisers are all available for telephone meetings. We’re here to help you with your financial plans
The Glasgow office opened in 2005 and specialises in providing investment management services, tailored to meet the needs of each of our clients, whether they are private individuals, pension funds, trusts, charities or private businesses.
Our office works together to provide a bespoke and co-ordinated service as part of our trusted adviser approach. By building close, long term relationships with our clients, many of whom have been with us for generations, we get to know their objectives, needs and aspirations.
Also housed within the Glasgow office, is the Settlement Operations department who on a day to day basis support the group’s Investment departments, providing high quality service to internal and external clients.
Our centre of excellence for group healthcare and protection benefits is based in Glasgow. Our dedicated team provides independent consultancy, advice and support to firms of all sizes and locations across the UK in relation to employee benefit and wellbeing strategies. All consultants have a wealth of experience and can provide expert guidance to build and promote a strong benefits and wellbeing programme.
We also provide hosted authorised corporate director and fund administration services to authorised funds/unit trusts throughout the UK. We operate a fully integrated in-house service for both retail marketed and private funds and work closely with the delegated investment managers and fund sponsors who are appointed to manage the portfolios.
Our range of services includes: