Wealth Management

There is so much more to wealth management than just looking for investment vehicles and monitoring performances. For us, it’s about building relationships with clients, it is about understanding the goals of the individual and it is about preserving wealth without compromising on principles. We offer a range of highly impressive financial services, a combination of which will be perfectly tailored to your bespoke needs. Here at Scott Fyffe Wealth Management, our specialists have a broad knowledge of the world of finance and the services that we can offer, which puts us in the ideal position to help you make the most of your money.

Perhaps the most important service of all is getting to know you and your goals. We can meet with you face to face or online to discuss your personal situation, where you are now and where you hope to be in the future. When it comes to investments, we know there are some clients who like to opt for slow and steady growth while others prefer to take more of a risk. Once we understand your preferences, we can start to construct a portfolio of investments that perfectly matches your requirements.

We offer a comprehensive range of other services that come under the wealth management umbrella, including estate planning, pensions, tax advice and planning, borrowing, insurance, inheritances and so much more. Protecting yourself, your loved ones, your assets and ultimately your future is easier and less stressful when you know you have professional advice and guidance with you for every step of the way. It’s reassuring to know that many of the complexities of personal wealth can be taken care of, leaving you to focus on other aspects of your life.

Scott Fyffe Wealth Management are also keen to support clients who want to use their money to help others. Ethical investing has become increasingly prevalent in recent years, giving you the chance to promote and encourage a more positive world without increasing any risks. If you’d like to invest in companies that provide better community relations, utilise sustainable energy sources, engage in organic farming, support socially responsible initiatives, supply cheaper pharmaceuticals and more, we’d like to hear from you. You can also specify industries that you’d prefer not to invest in, such as gambling, pornography, armaments, tobacco and many others.

Our approach to personal wealth management involves establishing a trusting relationship with clients, listening to their plans, offering creative opportunities and providing all the support and guidance they’re likely to need. Many of our clients are with us for the long haul, underlining our commitment to the personal approach. If you’d like to find more about the Scott Fyffe Wealth Management difference, we’d love to have a chat with you. Just use the online form on the Contact page or call 01382 721 191 and we’ll do the rest. We look forward to hearing from you in the very near future.

*The Financial Conduct Authority do not regulate estate and tax planning.

Investments carry risk. The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.