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Track how you are spending your money and where you can afford to make cuts.
See all your financial affairs linked up in one safe place; everything from your bank and credit card statements to your insurance, investment and pension arrangements.
Know exactly where you stand with account values updated on a weekly basis.
Settle down at a complimentary meeting with your relationship manager. They will learn your views about money and start to tailor a package that works for you.
This is when we get to know you better! We look at your current financial arrangements, undertake a cash flow analysis, understand your attitude to risk and learn about your future aspirations.
Having established your risk profile, you will be introduced to the right Financial Adviser. They will develop an investment strategy that is unique to you.
With your agreement, we will carefully monitor your investments and policies. At least once a year you will receive an update on their value and any key changes.
We want to keep up to date with you too. Our annual review meetings with you are a chance to do this. Afterwards we may decide to adjust your portfolio to make sure you stay ahead of the curve.
If you have any further questions, please use our online form and we’ll get back to you as soon as possible.
If you wish to register a complaint, please write to or telephone Diane Kennedy, telephone number 0345 034 3424.
A summary of our internal complaints handling procedures for the resaonable and prompt handling of complaints is avaliable on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 45 67.
Any personal information that you volunteer will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or telephone.
Linlithgow EH49 7LR
T: 0345 034 34 24 | F: 0870 420 5174
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
VAT Registration Number: 154 4463 12