Our Practice is based in Edinburgh, but we have a good geographical spread of clients throughout the country, as a result of recommendations made by many existing clients. We provide financial planning advice to clients with whom we build trusted, long-term relationships on which they and their families can rely.
Prior to joining the financial services industry, Steven Guthrie spent 12 years working in customer service, and client facing roles. As a consequence, he is ideally placed to understand the importance of providing excellent levels of customer service which is bespoke to clients’ needs.
The Practice has built several strong working relationships with other professionals such as accountants, solicitors and tax advisers to ensure our clients have access to the full menu of services that they may potentially require in order to provide them with holistic financial planning.
We are committed to ensuring that our industry knowledge remains relevant and current by placing strong emphasis on personal development. This, along with the importance which we bestow on developing solid personal relationships with our clients, ensures that we are able to offer a rounded, professional and principled service.
Outside of business, Steven enjoys spending time with his family and appreciates what a privilege it is to watch his two young children growing up every day. He also enjoys playing and watching several sports and going to the gym.