Contact Us

Yett Farm,
Woodhall Road,
South Lanarkshire,

Telephone or Fax
01555 860012


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What do our clients say about us?

I was previously represented by Bank of Scotland but felt I was not receiving any financial gain. I was given your company's details by a family member who has used your services for a number of years which then prompted me to take action and make changes. Having recently retired it was more important than ever. I am very pleased with the service and advice I have received to date and would recommend your company.

William W. McColl, Aberfoyle

I had spoken to a couple of Financial Advisor's but once I met with Derek I knew we would get along and within a matter of weeks my finances were all in place easily and painlessly. I would recommend him to anyone as he does exactly what he says with enthusiasm.

Gordon McArthur, WMQ Building Services, Wishaw, Lanarkshire

We had been with a previous financial adviser for a considerable number of years and were dissatisfied with the service being provided and we decided to source an alternative adviser. Having been given an introduction to Derek and after our initial meeting we were impressed by his enthusiasm and focus and decided to transfer our entire portfolio to him. Within a very short period Derek has completely reconstructed the portfolio to our entire satisfaction. We would not hesitate to recommend Derek and have done so to family.

James & Jacqueline McArthur, Braidwood, South Lanarkshire

Where do I start with Derek. He has to be the most fantastic financial adviser I've ever had the pleasure of meeting. Thank goodness I was passed his details by a friend.....after being let down by various mortgage companies who failed to do what Derek achieved in a matter of hours. His knowledge of the mortgage market is exceptional. I can't recommend Derek highly enough.

Kelly Willison, Midlothian May, 2014