The original company was founded in 1998 in Scone, Perth. Andy McRobbie and Kenny Grant have worked here since inception providing financial advice to the local community and beyond.
Andy and Kenny have over 70 years’ experience of working in the Financial Services Industry between them and have built up a wealth of knowledge and experience in that time.
In 2013 we made the decision to join the St. James’s Place Partnership. This is the sole advisory channel of St. James's Place Wealth Management, one of the UK's leading wealth management organisations.
We made this decision so that we can continue to offer our clients the best possible service in an ever changing market place offering an excellent range of products and services available exclusively through St. James's Place. We believe that St. James's Place provides the best solution for our business, and you as our client, over the long term.
Both Andy and Kenny are members of the Personal Finance Society by Diploma and hold the Chartered Insurance Institute Level 4 Diploma in Financial Planning.
We believe that proper professional financial advice provided on a regular basis throughout the various life cycles can help deliver financial contentment for all our clients.