Contact Us

Yett Farm,
Woodhall Road,
South Lanarkshire,

Telephone or Fax
01555 860012


Request a Call Back


What do our clients say about us?

My husband and I have known Derek for 3 years. During that time, he has provided welcome and sound advice, helping us through the minefield of information in relation to pensions, as well as setting up other investments. In the run up to retirement, Derek took us through the options available, with knowledge, enthusiasm, personal commitment (and patience!) which resulted in investments being made which we are confident are the right ones for us.

We have established a trusted relationship and I have had no hesitation in recommending Derek to colleagues.

Ann McIvor, Motherwell, Lanarkshire

I have always been dubious... I do not trust easily, especially where finances are concerned! Given recent history, where investments crashed and advice from professional advisors came under justifiable scrutiny I was not inclined to get on board.... However, the personal service & one to one engagement by Derek was exceptional.... I am an extremely difficult client but was dealt with extraordinary patience, concern and good advice. I invested and have seen my investments grow at a much better than market rate! I continue to invest as I am confident that my best interests are at the foremost....

Darren Skillan, Doune , Stirlingshire

Straight talking, no nonsense approach to financial planning. So far the results have been very encouraging.

Steven Marshall, Marshall Packaging, Edinburgh

With the help of Derek’s financial prowess he has diligently gone through all our existing funds, dissected the myriad of paperwork and as a consequence, put us both on a more sure financial footing for the future, with the ability to view all our investments at any time we wish. Thank you once again and looking forward to the future.

Janice & Raymond McArthur - Cumbernauld, Glasgow

I have known Derek for 20 years in his capacity as my financial adviser. He has always ensured that I (then my husband and latterly my family) have had up to date advice with regards to the financial market. Over the time I have been a client I have used Derek for many reasons including several mortgages, pension requirements, investments and insurance. In all cases I have received a highly professional and relevant service and due to his depth of knowledge on the financial market, Derek can help you navigate and find the most suitable products! I have recommended Derek on many occasions to friends and family and would not hesitate to do so.

Sandra Lannigan - Newmains, Lanarkshire