An initial meeting is normally at our expense, after which we can normally provide a full, personalised explanation of costs. We will never offer advice until we have a thorough understanding of your goals, needs and requirements. It is therefore of paramount importance that all relevant details are disclosed, as these will form the basis of our advice.
With full knowledge of your circumstances, we can identify the strategy that will enable you to achieve your goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost, and crucially we put in place a roadmap for regular reviews.
Our final proposals are fully researched and constructed on the basis of what's best for our clients. We will also work alongside our clients' accountants, solicitors and other professional advisers to ensure that all aspects of their planning work together as they should.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.
We manage in excess of £100 million of clients' investments with an average portfolio size of around £250,000.
Independent Advisers (Scotland) Ltd
Independent Advisers (Scotland) Limited is registered in Scotland
Registration No. SC252740
Registered office: 81 St Vincent Street
2nd Floor, Glasgow, G2 5TF
Tel: 0141 221 4442
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