We are a highly experienced wealth management company headquartered in Dundee and trusted by clients throughout the UK to help build a sound financial future. Drawing on expertise in investment, savings and retirement solutions, we help our clients to plan with confidence for the lifestyle they want to live. We aim to deliver results through our calm and considered approach to investment, and offer discretionary investment management services for financial advisers and their clients, including our range of risk targeted model portfolios and our AIM Inheritance Tax Portfolio Service.