Catriona is without question one of the best care funding advisers in the country. A pleasure to work with as a professional partner she gives her very best every time and would enhance any service with a dedication to her own professional development which enables her to provide quality assured advice in a personalised way.

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.

When Catriona set up her own practice we readily agreed to transfer our investment business to her. Every time that she has visited us she put us at ease, which was important to us as our previous experience has left us over anxious. We now have confidence in our future plans.

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 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.