Our main focus and priority is looking after you, our client. We will ensure we fully understand your objectives and your priorities and we will strive to provide you with the highest level of service in order to meet your expectations at all times.
Our Stonehaven office is run by Elaine Clunie DipPFS - Business Director/Financial Adviser. Local to Stonehaven having lived there for almost 20 years, Elaine has great knowledge of the area and of the local people. She provides advice to both individuals and businesses. Elaine’s role includes maintaining relationships with existing clients as well as expanding the business further by welcoming new clients. Elaine looks forward to helping all clients ensure they are financially well organised at all stages in their lives.