Catriona puts herself out to be available where and when it suits us. We have no hesitation in recommending her for all aspects of later life financial advice.

Catriona has managed to blend an empathetic approach through understanding the needs and wishes of family members bringing clarity to practical financial planning. Catriona’s wealth of knowledge and professionalism, secured the family in her safe guidance. Her services come highly recommended.

I believe it was important to choose you as a SOLLA: there can never be any doubt that I have acted prudently with my mother’s estate. I know that I have made good decisions within the risk parameters I set. I know that my investments will be monitored and I don’t need to watch them all the time.

Catriona’s friendly but professional approach and her endless patience, often explaining things over and over was reassuring to us and as we have progressed with the financial planning, we found we were looking forward to and enjoying our meetings.

Professional, approachable and thorough at all times, Catriona gave us sound advice and explained our options in a straightforward plan. Following Catriona‘s recommendations has enabled me to retire in the confidence that I can afford to do so and my husband has cut his working hours substantially.