Contacts

Fraser Thomson- Managing Director

Fraser McPhate - Chartered Financial Planner

Mandy Graham - Adviser

Investments

Whether you are investing a lump sum or putting aside small amounts regularly, we will help you  make the most of tax-efficient savings vehicles.

Taking your personal financial objectives into account -what you want to achieve, access to your savings, how long you want your investment to run and so on, we can help you to tailer a savings portfolio that maximises your returns and meets your requirements precisely.

We can advise on a range of investments including:

  • Tax and efficient savings
  • Regular savings
  • Funding school/university fees
  • Capital investment

 

Next Event

The period leading up to the tax year on the 5th April is one of the best times to review your taxes and finances. Download our summary of the more important year-end tax tips to help you identify areas that should be considered

  Tax Planning Supplement - 2010

Budget 2010 Download our comprehensive guide to the Chancellors Budget 2010.

 2010 Budget Report

News for Charities
Our next charity seminar is scheduled to take place on Wednesday 3rd November in Glasgow.  Further details will be posted in the Summer.

Training Workshops Our internal audit team are currently offering a programme of training workshops. Click Training Workshops for more details.

Free Meeting Room Hire through Wylie & Bisset

Companies Act Implementation Oct 2008 - An outline of the changes

Capital Allowances The New Rules

 


Latest News

Thu 29 July
Compulsory retirement age to be retired

The government is proposing to scrap the default retirement age of 65 by October 2011.


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