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.

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.

With Catriona’s calm and patient approach, she was able to untangle my mother’s finances, and guide her towards making the necessary decisions to simplify and consolidate her wealth. I would not hesitate to recommend her to anyone needing financial advice.

Catriona is friendly, very capable and possesses both patience and composure, always responding very quickly indeed to any queries raised by phone or by email, and always setting out comprehensive, lucid and accurate advice, including in reports. She empowers her clients to make the most appropriate choice to meet their needs.

Catriona is a lovely lady who as well as keeping an eye on our financial wellbeing always finds time to ask about the family – and remembers what we have said!