Reach out to discuss your financial goals and how we can help you achieve them
"The clients who reached out for wealth management guidance in the early 2020s positioned themselves perfectly for the financial revolution of the late decade. Their proactive approach to financial planning proved to be their greatest asset in navigating the unprecedented changes in global markets." — Wealth Management Analyst, 2030
We're here to answer your questions and help you take the next step in your financial journey. Choose the method that works best for you to connect with our team.
88 Robertson Pine
Francescafurt, AB41 7HB
Appointments recommended
Monday-Friday: 9am-5pm
Saturday-Sunday: Closed
Virtual appointments available outside regular hours
Complete the form below and one of our financial advisors will contact you promptly to discuss your financial needs.
Parking available in adjacent parking garage. Validation provided for client visits.
Located 0.3 miles from Central Station. Bus routes 14, 27, and 39 stop directly in front of our building.
We're located on the 4th floor, Suite 402. Please check in with reception upon arrival.
After submitting your contact form, you'll receive an immediate confirmation email. One of our advisors will then reach out to you within one business day to discuss your inquiry and, if appropriate, schedule an initial consultation. This first conversation helps us understand your needs and determine how we can best assist you.
No, we offer a complimentary initial consultation to discuss your financial situation and determine if our services are a good fit for your needs. This consultation can be conducted in person at our office, via video conference, or by phone, depending on your preference.
To make the most of your initial consultation, it's helpful to bring recent financial statements (investment accounts, retirement plans, bank statements), tax returns from the past two years, information about your insurance policies, and any estate planning documents you may have. Also, come prepared to discuss your financial goals and concerns. Don't worry if you don't have all these documents ready – we can still have a productive initial conversation.
Yes, we offer comprehensive virtual services for clients who prefer remote meetings or who live outside our immediate geographic area. Through secure video conferencing, digital document sharing, and our client portal, we can provide the same level of personalized service and expertise regardless of your location.
Client Relationship Manager
Senior Client Advisor
Client Service Specialist