Based in the heart of the Granite City in Aberdeen’s West End, we serve clients across Aberdeen and Aberdeenshire ranging from oil & gas and energy transition to subsea engineering, farming, fishing, small enterprises, hospitality, tourism, and the university and healthcare sectors.

Our local Aberdeen clients are guided by Financial Adviser Calum Johnston. With a previous career in the Energy industry, Calum has achieved both his Diploma in Regulated Financial Planning and completed the St. James's Place Academy program for qualified financial advisers. We offer tailored advice that reflects the needs and demands of the North East.

Our Aberdeen client base has grown largely through personal recommendations, which is something we’re incredibly proud of. Many of our clients come to us through friends, family, and colleagues who value the guidance and support they’ve received. We believe this trust is built over time, through genuine relationships, clear communication, and a commitment to being there for our clients at every stage of their financial life.

We share our expertise through financial wellbeing and education sessions, delivered both offshore and to businesses across the North East.

Based full-time in our Aberdeen office, our dedicated practice support specialists are on hand to provide friendly, knowledgeable assistance whenever clients need it.

Whether face to face in our shared Aberdeen office, home visits or online via secure video, we’re available to meet you in the way that works for you.