About Us

While developing a customised financial program, we will walk you through a step-by-step process to help you feel confident in your decisions.

Once your goals have been established, we will customise appropriate strategies to suit your vision and objectives.

We place a high value on diversity of thought, leadership and experience which enables our Advisers to draw on a number of resources within our firm when creating individual client strategies. We provide advice and guidance that can be tailored to suit our clients’ unique needs.

For more information about our firm and the services we offer, contact us today.

Our Team

Christopher Doak


David Flavell

Dip PFS & CeMap

Gillian Doak


Michael Sweeney


Iain McQueen

Cert OFS

Steven Fraser


Sam Hastings


Claire Balmer