We meet one-to-one, either in person here in Edinburgh or online. We'll go over your financial situation and goals. Then, we teach you how to pick investments like stocks, bonds, or ETFs and build your own portfolio. It's all practical, hands-on learning, not just theories.

None at all! Most of our clients are just starting out or feel a bit lost. We explain everything from the ground up, in plain English. If you've got some savings and want them to work harder, you're in the right place.

We charge a clear hourly rate or a package fee, depending on what you need. We're upfront about all costs after our free initial chat. No hidden fees or commissions on your investments, ever. We want you to feel confident and know exactly what you're paying for.

It's just a friendly, no-pressure chat, usually about 15-20 minutes. We'll listen to what you're hoping to achieve with your money and tell you a bit more about how we can help. It's a chance to see if we're a good fit, with absolutely no obligation.