Adrian joined the business in 2004 and became partner in 2014. He became CEO in 2016, after its incorporation. He says he enjoys his role of “developing the business from the inside and developing relationships with key partners on the outside”. Which probably makes him sound a little more like John le Carré than he actually is. He supports a number of charitable organisations, including ACE Race Running. For which he once deliberately flung himself from an aeroplane in mid-flight.
Neil’s banking background has proved invaluable for his work as an advisor and in his corporate planning roles. He’s been in the financial services industry since the early 1990s; and has worked in an exclusively advisory capacity since 2000. He moved into wealth management in 2006, where he’s advised high-net-worth individuals and business owners.
We’re now a Glasgow-based wealth management advisory firm of 40 years’ standing. But when we opened our doors for the first time, we had a tiny office in Ayr. Our MD then is our current MD’s father. And that former MD is now our chairman.
Since that time, it’s been our privilege to look after the interests of the owners
of many different types of businesses. Providing independent financial advice and creating wealth for them. Helping them to protect what they have; both
for them personally and for their families. Given that we’re essentially a family business ourselves, that matters a lot to us.
Our aim has always been to do the opposite of blinding with science.
We present everything as clearly as we possibly can. We never let specific financial complexities confuse matters. We have the wealth management expertise and experience to meet your personal financial goals.
Just as we've met the goals of clients continuously since 1977.