We are financial planners who believe that life comes first. Based in Edinburgh, we help people become free of money worries so that they can know their purpose, follow their dreams and be confident in making financial decisions.
We haven’t always been quite so financially savvy. One half of our founding duo, Shadi Kirk, made an error early on in her career that was pivotal to its trajectory – namely, listening to friends in the pub! An ill-advised financial decision caused her to eventually pursue a career in financial planning, in the hope of helping others avoid such mistakes.
For our other founder, Angus Kirk, his early career looked a lot different. Before qualifying as a financial adviser, he made a living as a sheep shearer! Angus feels he learned a lot from this – his work ethic, consistency… and how to manage early morning starts!
A close-knit team
We love what we do and the positive impact we can have on our clients’ lives. We always want our clients to feel comfortable chatting to us (about anything!) and for them to know exactly who they’re dealing with. Head over to our profile pages to learn more about us!MEET YOUR TEAM
We always respect our clients’ values and the situations they are in. We build relationships built on that mutual respect.
Great financial planning requires honesty, and we recognise that might involve some tough conversations along the way.
We believe in looking forward. We’re proactive in our approach and always finding opportunities to transform.
Life is all about the joyful moments. We help our clients find theirs, and value a great work-life balance ourselves.