The help provided by Catriona has enabled me to move forward with my life knowing that I have somebody who I trust that I can contact should I need to. Catriona also is always comparing the safest investment to protect my fund.

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.

Catriona has made a difficult process very calm and pleasurable – we could not recommend her more highly.

We have been very happy and impressed by the way you have spent time with us explaining everything and guiding us through the options so that we could make an informed choice about what is best for my father and helping us achieve those options. I think you have provided us with an invaluable service.

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.